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
$763M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$1.19M
3
+$955K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$943K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$748K

Top Sells

1
+$4.12M
2
+$1.55M
3
+$1.51M
4
AMZN icon
Amazon
AMZN
+$1.45M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$994K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.39%
3 Consumer Staples 6.92%
4 Financials 5.82%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$484K 0.06%
32,021
+4,247
227
$480K 0.06%
10,176
228
$477K 0.06%
3,648
+1,350
229
$467K 0.06%
3,315
-118
230
$456K 0.06%
9,462
231
$453K 0.06%
7,732
-472
232
$451K 0.06%
14,445
233
$450K 0.06%
2,956
-134
234
$443K 0.06%
27,748
-373
235
$437K 0.06%
6,591
+2,243
236
$435K 0.06%
6,648
+6
237
$430K 0.06%
1,533
-34
238
$428K 0.06%
2,333
+20
239
$422K 0.06%
8,481
+335
240
$421K 0.06%
942
-68
241
$419K 0.05%
2,508
-234
242
$419K 0.05%
8,528
-1,749
243
$419K 0.05%
3,725
-730
244
$412K 0.05%
5,677
-131
245
$411K 0.05%
5,537
-92
246
$410K 0.05%
4,062
-436
247
$408K 0.05%
5,195
248
$407K 0.05%
1,827
+111
249
$404K 0.05%
31,784
-3,147
250
$400K 0.05%
17,570
+4
8 9
10
11 12