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
201
$683K 0.08%
4,217
-213
202
$683K 0.08%
3,661
+55
203
$676K 0.07%
18,836
+1,460
204
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205
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1,629
+26
206
$667K 0.07%
5,281
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207
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1,133
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208
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1,670
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209
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922
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210
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211
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27,702
212
$644K 0.07%
5,928
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213
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17,170
214
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1,480
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215
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216
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218
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219
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2,306
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220
$568K 0.06%
1,204
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221
$552K 0.06%
3,845
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222
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4,182
-352
223
$548K 0.06%
7,140
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224
$545K 0.06%
12,592
+1,967
225
$544K 0.06%
4,420
+702
7 8
9
10 11