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
$380M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$745K
3
+$612K
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$549K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$539K

Top Sells

1
+$3.96M
2
+$787K
3
+$589K
4
DEO icon
Diageo
DEO
+$375K
5
JPM icon
JPMorgan Chase
JPM
+$366K

Sector Composition

1 Technology 13.05%
2 Healthcare 12.85%
3 Consumer Staples 9.89%
4 Consumer Discretionary 6.85%
5 Industrials 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 3.91%
128,086
-2,594
2
$12M 3.16%
56,986
-980
3
$9.56M 2.52%
64,236
-669
4
$9.02M 2.38%
343,846
+17,881
5
$8.88M 2.34%
327,264
+251,621
6
$8.26M 2.18%
64,225
+2,188
7
$7.9M 2.08%
56,857
-347
8
$7.79M 2.05%
28,047
-608
9
$7.68M 2.02%
48,800
+760
10
$7.61M 2%
127,845
-3,606
11
$7.54M 1.99%
294,242
+21,434
12
$7.08M 1.86%
282,665
+21,510
13
$6.72M 1.77%
254,189
+23,131
14
$5.63M 1.48%
419,004
+14,946
15
$5.44M 1.43%
110,135
-3,618
16
$5.35M 1.41%
21,036
-183
17
$5.33M 1.4%
24,259
-626
18
$5.02M 1.32%
97,035
+1,689
19
$4.99M 1.31%
33,770
-676
20
$4.83M 1.27%
15,518
+832
21
$4.65M 1.23%
16,745
-79
22
$4.61M 1.21%
85,069
+662
23
$4.5M 1.18%
56,792
-1,087
24
$4.47M 1.18%
20,622
-530
25
$4.3M 1.13%
123,500
-2,945
1
2 3 4 5