SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$907M
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.8M
3
+$10.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$8.83M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$8.68M

Top Sells

1
+$11M
2
+$938K
3
+$821K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$709K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$603K

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
226
$536K 0.06%
+25,186
227
$526K 0.06%
+5,951
228
$523K 0.06%
+2,747
229
$523K 0.06%
+3,367
230
$519K 0.06%
9,032
+2,473
231
$506K 0.06%
+7,268
232
$505K 0.06%
+8,178
233
$498K 0.05%
18,622
-3,110
234
$497K 0.05%
6,648
+756
235
$491K 0.05%
+6,997
236
$490K 0.05%
+9,462
237
$490K 0.05%
10,260
-687
238
$489K 0.05%
+8,825
239
$478K 0.05%
+1,363
240
$478K 0.05%
+22,958
241
$467K 0.05%
1,559
+141
242
$464K 0.05%
11,997
+1,031
243
$462K 0.05%
3,335
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244
$461K 0.05%
5,962
+1,116
245
$459K 0.05%
1,002
-25
246
$443K 0.05%
2,697
+992
247
$442K 0.05%
+12,723
248
$441K 0.05%
+1,939
249
$440K 0.05%
8,449
+171
250
$438K 0.05%
+1,942
8 9
10
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