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
176
$742K 0.1%
4,715
-566
177
$740K 0.1%
1,026
-754
178
$734K 0.1%
8,852
-583
179
$732K 0.1%
2,865
-51
180
$691K 0.09%
21,973
+1,703
181
$683K 0.09%
22,824
-544
182
$679K 0.09%
3,324
+1,626
183
$676K 0.09%
24,337
-12,700
184
$660K 0.09%
6,327
+3,500
185
$658K 0.09%
23,190
+4,568
186
$656K 0.09%
10,268
-1,238
187
$653K 0.09%
7,224
-41
188
$652K 0.09%
27,702
189
$642K 0.09%
13,149
-4,900
190
$639K 0.09%
5,393
191
$630K 0.09%
16,864
+8,818
192
$625K 0.09%
6,465
-4,122
193
$619K 0.09%
7,904
-802
194
$610K 0.08%
3,563
+84
195
$602K 0.08%
14,843
+2,846
196
$596K 0.08%
16,801
-2,035
197
$592K 0.08%
7,871
-293
198
$580K 0.08%
3,464
+129
199
$575K 0.08%
17,170
200
$574K 0.08%
6,935
-491
6 7
8
9 10