SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
1-Year Return
15.3%
This Quarter Return
+4.88%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$429M
AUM Growth
+$20.2M
(+4.9%)
Cap. Flow
+$3.4M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
23.18%
Holding
273
New
18
Increased
103
Reduced
117
Closed
6
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.58M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$689K |
| 3 |
KSU
Kansas City Southern
KSU
|
$534K |
| 4 |
TotalEnergies
TTE
|
$513K |
| 5 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
$490K |
Top Sells
Sector Composition
| 1 | Technology | 13.18% |
| 2 | Healthcare | 12.07% |
| 3 | Consumer Staples | 8.9% |
| 4 | Financials | 7.06% |
| 5 | Consumer Discretionary | 6.58% |
