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
$446M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$325K
3
+$311K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$255K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$229K

Top Sells

1
+$470K
2
+$458K
3
+$373K
4
CHTR icon
Charter Communications
CHTR
+$359K
5
LLY icon
Eli Lilly
LLY
+$336K

Sector Composition

1 Healthcare 12.49%
2 Technology 11.91%
3 Consumer Staples 8%
4 Consumer Discretionary 7.16%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$263K 0.06%
1,118
+17
227
$260K 0.06%
11,935
228
$258K 0.06%
2,310
229
$258K 0.06%
8,684
230
$254K 0.06%
4,535
231
$254K 0.06%
5,915
+21
232
$252K 0.06%
6,619
-664
233
$251K 0.06%
3,926
-16
234
$247K 0.06%
2,964
+363
235
$245K 0.05%
6,612
-1,379
236
$243K 0.05%
10,850
237
$242K 0.05%
1,471
238
$242K 0.05%
3,260
-22
239
$239K 0.05%
3,903
-51
240
$233K 0.05%
6,559
-14
241
$233K 0.05%
1,193
242
$233K 0.05%
7,678
243
$232K 0.05%
2,510
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244
$230K 0.05%
2,500
+34
245
$228K 0.05%
20,677
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246
$221K 0.05%
2,701
-642
247
$219K 0.05%
+2,063
248
$219K 0.05%
8,140
-20
249
$216K 0.05%
3,776
-19
250
$215K 0.05%
4,905
8 9
10
11 12