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
$409M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.66M
3
+$379K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$353K
5
QCOM icon
Qualcomm
QCOM
+$329K

Top Sells

1
+$3.15M
2
+$1.65M
3
+$985K
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$902K
5
GD icon
General Dynamics
GD
+$521K

Sector Composition

1 Technology 13.39%
2 Healthcare 12.35%
3 Consumer Staples 9.51%
4 Consumer Discretionary 6.52%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$248K 0.06%
1,228
227
$248K 0.06%
2,470
-186
228
$248K 0.06%
1,670
-235
229
$247K 0.06%
917
230
$245K 0.06%
1,178
-85
231
$241K 0.06%
2,223
232
$240K 0.06%
+1,707
233
$229K 0.06%
+706
234
$225K 0.06%
8,000
-1,250
235
$224K 0.05%
+1,461
236
$224K 0.05%
10,750
-1,600
237
$221K 0.05%
+8,389
238
$218K 0.05%
+4,669
239
$212K 0.05%
+3,434
240
$211K 0.05%
+579
241
$211K 0.05%
3,619
-260
242
$207K 0.05%
+1,400
243
$207K 0.05%
+8,027
244
$203K 0.05%
+13,928
245
$203K 0.05%
+1,705
246
$201K 0.05%
+7,099
247
$201K 0.05%
+6,215
248
$197K 0.05%
45,173
249
$188K 0.05%
12,433
+33
250
$184K 0.05%
3,410
-645
7 8 9
10
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