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
$354M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.34M
3
+$1.29M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.19M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$882K

Top Sells

1
+$1.9M
2
+$1.51M
3
+$1.49M
4
JNJ icon
Johnson & Johnson
JNJ
+$886K
5
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$810K

Sector Composition

1 Healthcare 12.57%
2 Consumer Staples 10.64%
3 Technology 10.09%
4 Financials 7.4%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.77M 2.76%
133,136
-6,096
2
$9.6M 2.71%
65,828
-6,073
3
$7.82M 2.21%
127,382
-3,132
4
$7.81M 2.2%
305,619
+52,416
5
$7.13M 2.01%
45,235
-1,014
6
$6.85M 1.93%
54,824
-15,246
7
$6.13M 1.73%
242,420
+53,014
8
$6.09M 1.72%
43,685
-1,611
9
$6.09M 1.72%
110,006
-5,525
10
$6.08M 1.72%
27,838
-403
11
$5.66M 1.6%
53,544
-4,383
12
$5.61M 1.58%
224,916
+47,780
13
$5.53M 1.56%
92,427
-6,251
14
$5.53M 1.56%
215,135
+50,191
15
$5.22M 1.47%
132,391
+14,892
16
$5.07M 1.43%
25,674
-1,022
17
$4.76M 1.34%
74,716
-5,013
18
$4.73M 1.33%
34,379
-523
19
$4.73M 1.33%
54,481
-398
20
$4.67M 1.32%
125,576
-3,117
21
$4.53M 1.28%
120,397
+21,834
22
$4.52M 1.28%
36,292
+6,243
23
$4.18M 1.18%
14,680
+342
24
$4.18M 1.18%
17,345
-1,256
25
$3.99M 1.13%
33,139
+3,362
1
2 3 4 5