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
$354M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.34M
3
+$1.29M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.19M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$882K

Top Sells

1
+$1.9M
2
+$1.51M
3
+$1.49M
4
JNJ icon
Johnson & Johnson
JNJ
+$886K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$810K

Sector Composition

1 Healthcare 12.57%
2 Consumer Staples 10.64%
3 Technology 10.09%
4 Financials 7.4%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$328K 0.09%
5,530
-407
177
$327K 0.09%
2,299
-779
178
$326K 0.09%
5,530
179
$324K 0.09%
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-293
180
$321K 0.09%
638
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181
$321K 0.09%
1,804
-319
182
$313K 0.09%
12,125
+2,000
183
$310K 0.09%
1,473
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184
$309K 0.09%
7,778
-236
185
$308K 0.09%
1,339
+136
186
$307K 0.09%
+1,906
187
$306K 0.09%
928
-37
188
$306K 0.09%
+3,300
189
$305K 0.09%
22,562
+27
190
$301K 0.09%
2,847
-58
191
$299K 0.08%
3,741
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192
$294K 0.08%
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193
$294K 0.08%
2,750
194
$293K 0.08%
1,792
-118
195
$291K 0.08%
2,370
-10
196
$287K 0.08%
1,766
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197
$282K 0.08%
2,658
-154
198
$282K 0.08%
3,444
-566
199
$279K 0.08%
2,312
-259
200
$279K 0.08%
3,442
-198
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