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
$907M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$7.35M
3
+$7.29M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$6.98M
5
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$1.82M

Top Sells

1
+$13.8M
2
+$2.64M
3
+$1.71M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.37M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.12M

Sector Composition

1 Technology 15.54%
2 Healthcare 9.59%
3 Consumer Staples 6.42%
4 Financials 6.12%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.08M 0.12%
6,758
-2,006
152
$1.05M 0.12%
13,460
-623
153
$1.03M 0.11%
1,272
+534
154
$1.03M 0.11%
7,846
+1,001
155
$1.01M 0.11%
9,870
+659
156
$1M 0.11%
3,453
-306
157
$1M 0.11%
37,037
-345
158
$984K 0.11%
2,916
+33
159
$983K 0.11%
30,076
-1,322
160
$979K 0.11%
8,497
-1,126
161
$977K 0.11%
12,319
+5,345
162
$968K 0.11%
6,564
-168
163
$966K 0.11%
4,294
+1
164
$939K 0.1%
16,728
-86
165
$932K 0.1%
3,061
+519
166
$929K 0.1%
25,151
-2,624
167
$924K 0.1%
6,264
-1,656
168
$913K 0.1%
18,049
+2,258
169
$912K 0.1%
11,588
+445
170
$911K 0.1%
1,945
-1,024
171
$908K 0.1%
8,378
-1,000
172
$908K 0.1%
21,105
-1,405
173
$900K 0.1%
7,681
-712
174
$893K 0.1%
6,571
+798
175
$868K 0.1%
14,194
-264
5 6
7
8 9