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
$289M
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$679K
3
+$659K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$476K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$415K

Top Sells

1
+$1.62M
2
+$861K
3
+$518K
4
VTR icon
Ventas
VTR
+$505K
5
TRV icon
Travelers Companies
TRV
+$432K

Sector Composition

1 Healthcare 14.02%
2 Technology 11.19%
3 Consumer Staples 11.16%
4 Communication Services 6.27%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
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