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
176
$864K 0.1%
11,506
-1,396
177
$856K 0.09%
3,128
-261
178
$838K 0.09%
3,479
-176
179
$838K 0.09%
8,018
-555
180
$836K 0.09%
9,148
+40
181
$835K 0.09%
7,181
-301
182
$819K 0.09%
9,979
183
$817K 0.09%
8,706
-181
184
$812K 0.09%
1,668
-76
185
$810K 0.09%
23,368
-947
186
$800K 0.09%
+13,545
187
$797K 0.09%
3,469
+255
188
$794K 0.09%
5,563
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189
$791K 0.09%
21,892
-146
190
$765K 0.08%
12,682
+1,487
191
$764K 0.08%
9,435
+1,343
192
$762K 0.08%
7,265
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193
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18,516
-24,784
194
$730K 0.08%
114,180
195
$726K 0.08%
4,615
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196
$717K 0.08%
5,393
-35
197
$711K 0.08%
20,270
198
$706K 0.08%
7,651
-2,766
199
$702K 0.08%
9,008
-19
200
$690K 0.08%
50,022
+5,017
6 7
8
9 10