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
1
$54M 5.96%
280,535
+38,222
2
$31.8M 3.51%
84,510
+61
3
$21.5M 2.37%
898,634
-110,664
4
$20.8M 2.29%
839,573
-69,055
5
$20.1M 2.22%
806,498
-55,043
6
$18.5M 2.04%
982,140
+43,863
7
$17.9M 1.97%
746,143
-46,812
8
$16.5M 1.83%
651,972
+25,188
9
$15.8M 1.75%
27,143
-695
10
$15.4M 1.7%
90,592
+4,828
11
$15.4M 1.7%
612,963
-1,270
12
$13.9M 1.54%
31,879
+2,606
13
$13M 1.44%
89,038
-1,720
14
$12.5M 1.38%
79,960
-1,078
15
$12.2M 1.35%
80,563
-2,691
16
$12M 1.32%
24,799
+3,354
17
$11.8M 1.3%
33,981
+872
18
$11.3M 1.25%
27,572
+1,550
19
$11M 1.22%
204,661
+5,647
20
$10.7M 1.18%
62,951
+356
21
$10.2M 1.13%
206,420
+11,230
22
$9.17M 1.01%
36,910
-124
23
$9.06M 1%
64,265
-889
24
$8.94M 0.99%
165,246
+7,115
25
$8.78M 0.97%
56,657
+459
1
2 3 4 5