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
$380M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$745K
3
+$612K
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$549K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$539K

Top Sells

1
+$3.96M
2
+$787K
3
+$589K
4
DEO icon
Diageo
DEO
+$375K
5
JPM icon
JPMorgan Chase
JPM
+$366K

Sector Composition

1 Technology 13.05%
2 Healthcare 12.85%
3 Consumer Staples 9.89%
4 Consumer Discretionary 6.85%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$352K 0.09%
1,042
177
$347K 0.09%
13,045
178
$343K 0.09%
2,370
179
$334K 0.09%
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-30
180
$332K 0.09%
1,236
-1
181
$332K 0.09%
17,339
-1,490
182
$332K 0.09%
9,225
183
$326K 0.09%
9,078
-2,122
184
$325K 0.09%
5,099
-1,039
185
$318K 0.08%
419
+110
186
$304K 0.08%
21,400
-2,000
187
$303K 0.08%
2,241
+12
188
$303K 0.08%
3,740
-161
189
$303K 0.08%
5,019
-56
190
$302K 0.08%
6,022
+168
191
$301K 0.08%
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192
$297K 0.08%
2,750
193
$296K 0.08%
22,046
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194
$289K 0.08%
7,591
-1,694
195
$284K 0.07%
18,185
196
$283K 0.07%
2,925
197
$279K 0.07%
7,493
-1,253
198
$279K 0.07%
2,388
+92
199
$278K 0.07%
4,460
-775
200
$278K 0.07%
2,940
+348
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