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
201
$276K 0.07%
11,225
202
$275K 0.07%
1,012
+11
203
$274K 0.07%
5,831
-352
204
$267K 0.07%
2,530
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205
$266K 0.07%
1,599
-301
206
$265K 0.07%
9,250
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207
$263K 0.07%
8,607
-1,151
208
$259K 0.07%
1,367
-202
209
$259K 0.07%
1,207
210
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1,228
211
$258K 0.07%
1,905
212
$255K 0.07%
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213
$254K 0.07%
3,613
-252
214
$253K 0.07%
2,656
-15
215
$253K 0.07%
5,481
-1,175
216
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20,580
217
$250K 0.07%
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218
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219
$245K 0.06%
3,879
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220
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2,932
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221
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2,338
222
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8,152
-32
223
$238K 0.06%
1,073
224
$236K 0.06%
2,995
-184
225
$234K 0.06%
8,000
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9
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