SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$729M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.31M
3
+$959K
4
PEP icon
PepsiCo
PEP
+$914K
5
IBML
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
+$897K

Top Sells

1
+$13.8M
2
+$7.35M
3
+$7.29M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$6.98M
5
AAPL icon
Apple
AAPL
+$5.67M

Sector Composition

1 Technology 14.23%
2 Healthcare 10.66%
3 Consumer Staples 7.64%
4 Financials 5.81%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$959K 0.13%
+9,011
152
$950K 0.13%
4,684
-1,482
153
$949K 0.13%
3,305
+177
154
$948K 0.13%
25,378
-2,918
155
$931K 0.13%
2
156
$931K 0.13%
11,949
+4,298
157
$910K 0.12%
12,246
+658
158
$902K 0.12%
26,446
+1,295
159
$898K 0.12%
3,530
-131
160
$897K 0.12%
+35,280
161
$892K 0.12%
14,285
+91
162
$891K 0.12%
7,007
-796
163
$877K 0.12%
4,292
-2
164
$871K 0.12%
4,327
-248
165
$867K 0.12%
114,180
166
$829K 0.11%
4,375
-1,262
167
$819K 0.11%
6,123
-2,374
168
$818K 0.11%
9,954
-25
169
$814K 0.11%
4,196
-419
170
$796K 0.11%
4,804
+68
171
$787K 0.11%
11,284
-20,405
172
$776K 0.11%
6,005
-566
173
$774K 0.11%
+10,474
174
$762K 0.1%
24,095
+2,203
175
$746K 0.1%
7,610
+1,046
5 6
7
8 9