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SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.47B
1-Year Est. Return
18.47%
This Fund
S&P 500
This Quarter
Est. Return
+3.09%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$338M
AUM Growth
–
Cap. Flow
+$333M
Cap. Flow
% of AUM
98.54%
Top 10 Holdings %
Top 10 Hldgs %
21.49%
Holding
247
New
247
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Johnson & Johnson
JNJ
|
+$10.3M |
| 2 |
Procter & Gamble
PG
|
+$8.8M |
| 3 |
Coca-Cola
KO
|
+$8.35M |
| 4 |
Verizon
VZ
|
+$7.65M |
| 5 |
Apple
AAPL
|
+$7.23M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 13.4% |
| 2 | Healthcare | 12.86% |
| 3 | Technology | 9.59% |
| 4 | Industrials | 8.4% |
| 5 | Financials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Johnson & Johnson
JNJ
$613B
| $10.4M | 3.07% |
+74,487
| New | +$10.3M |
|
|
2
Procter & Gamble
PG
$345B
| $9.05M | 2.68% |
+82,583
| New | +$8.8M |
|
|
3
Coca-Cola
KO
$372B
| $8.68M | 2.57% |
+170,405
| New | +$8.35M |
|
|
4
Verizon
VZ
$195B
| $7.59M | 2.24% |
+132,841
| New | +$7.65M |
|
|
5
Apple
AAPL
$4.52T
| $7.34M | 2.17% |
+148,284
| New | +$7.23M |
|
6
Microsoft
MSFT
$3.66T
| $6.44M | 1.9% |
+48,074
| New | +$6.1M |
|
|
IBDO
7
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
| $5.91M | 1.75% |
+232,549
| New | +$5.83M |
|
8
Home Depot
HD
$339B
| $5.88M | 1.74% |
+28,267
| New | +$5.64M |
|
9
McDonald's
MCD
$191B
| $5.73M | 1.69% |
+27,595
| New | +$5.47M |
|
10
iShares Select Dividend ETF
DVY
$23.8B
| $5.71M | 1.69% |
+57,365
| New | +$5.66M |
|
11
Pfizer
PFE
$145B
| $5.62M | 1.66% |
+136,608
| New | +$5.42M |
|
12
JPMorgan Chase
JPM
$950B
| $5.22M | 1.54% |
+46,703
| New | +$5.15M |
|
13
Intel
INTC
$509B
| $4.98M | 1.47% |
+104,043
| New | +$5.16M |
|
14
ExxonMobil
XOM
$638B
| $4.85M | 1.43% |
+63,332
| New | +$4.9M |
|
15
Kimberly-Clark
KMB
$35.7B
| $4.79M | 1.42% |
+35,940
| New | +$4.63M |
|
16
Southern Company
SO
$107B
| $4.6M | 1.36% |
+83,244
| New | +$4.46M |
|
17
Merck
MRK
$316B
| $4.37M | 1.29% |
+54,602
| New | +$4.18M |
|
|
IBDN
18
DELISTED
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
| $4.15M | 1.23% |
+164,495
| New | +$4.1M |
|
19
Berkshire Hathaway Class B
BRK.B
$1.12T
| $3.96M | 1.17% |
+18,597
| New | +$3.85M |
|
|
IBDM
20
DELISTED
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
| $3.93M | 1.16% |
+157,727
| New | +$3.9M |
|
21
PepsiCo
PEP
$190B
| $3.86M | 1.14% |
+29,411
| New | +$3.77M |
|
22
Amazon
AMZN
$2.99T
| $3.84M | 1.13% |
+40,520
| New | +$3.77M |
|
|
IBDP
23
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
| $3.74M | 1.1% |
+146,657
| New | +$3.66M |
|
24
Chevron
CVX
$379B
| $3.72M | 1.1% |
+29,885
| New | +$3.61M |
|
25
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
| $3.62M | 1.07% |
+13,609
| New | +$3.55M |
|
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Sound View Wealth Advisors Group's Q2 2019 Portfolio in Review
Q2 2019 is the first quarter with a 13F filing on record for Sound View Wealth Advisors Group, which disclosed 247 positions worth $338M. Its ten largest holdings account for 21% of the portfolio.
Its largest position is Johnson & Johnson: 74,487 shares worth $10.4M.
By sector, the portfolio is most concentrated in Consumer Staples at 13% of assets, followed by Healthcare and Technology.
- Sound View Wealth Advisors Group's largest Q2 2019 buy was Johnson & Johnson: 74,487 shares worth $10.4M.
- Sound View Wealth Advisors Group's ten largest holdings make up 21% of its $338M portfolio in Q2 2019.
- Sound View Wealth Advisors Group disclosed 247 positions in Q2 2019, its first 13F filing on record.
Based on Sound View Wealth Advisors Group's 13F filing for Q2 2019, filed 7 Aug 2019.