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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
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
+$2.65M
2
+$1.6M
3
+$389K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$333K
5
MSFT icon
Microsoft
MSFT
+$307K

Top Sells

1
+$2.97M
2
+$1.53M
3
+$946K
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$902K
5
GD icon
General Dynamics
GD
+$512K

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
251
$183K 0.04%
11,800
-3,200
252
$116K 0.03%
13,196
+200
253
$76K 0.02%
15,000
254
$70K 0.02%
11,339
-971
255
$40K 0.01%
3,333
256
– –
-757
257
– –
-5,831
258
– –
-4,796
259
– –
-2,985
260
– –
-640
261
– –
-35,764
262
– –
-5,019
263
– –
-2,634
264
– –
-2,080
265
– –
-13,250
7 8 9 10
11