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
201
$277K 0.08%
1,462
-74
202
$274K 0.08%
1,905
-175
203
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1,333
-17
204
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205
$271K 0.08%
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206
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9,225
207
$260K 0.07%
870
-147
208
$260K 0.07%
20,580
209
$258K 0.07%
8,000
210
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+6,813
211
$255K 0.07%
2,500
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212
$248K 0.07%
4,486
-62
213
$244K 0.07%
6,215
214
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203
215
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216
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217
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218
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219
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220
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221
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222
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795
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223
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1,091
224
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7,274
-1,397
225
$232K 0.07%
885
+115
6 7 8
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