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
201
$572K 0.08%
5,730
-534
202
$567K 0.08%
4,964
+2,262
203
$559K 0.08%
1,618
-50
204
$557K 0.08%
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205
$542K 0.07%
6,175
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206
$541K 0.07%
28,121
+7,857
207
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7,267
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208
$535K 0.07%
4,352
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209
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210
$517K 0.07%
6,104
-6,988
211
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27,201
+2,015
212
$514K 0.07%
1,446
-183
213
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19,291
-22,001
214
$513K 0.07%
1,115
-89
215
$508K 0.07%
26,703
+3,745
216
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2,228
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217
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10,277
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218
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219
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740
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220
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1,010
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221
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10,176
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222
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5,540
-2,306
223
$486K 0.07%
1,926
-1,135
224
$483K 0.07%
+3,477
225
$479K 0.07%
9,230
+711
7 8
9
10 11