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
251
$215K 0.05%
+1,705
252
$211K 0.05%
1,461
253
$209K 0.05%
1,217
-587
254
$205K 0.05%
2,000
255
$204K 0.05%
15,959
256
$203K 0.05%
3,165
257
$201K 0.05%
2,662
-100
258
$189K 0.04%
18,106
-500
259
$182K 0.04%
19,100
260
$148K 0.03%
30,000
261
$134K 0.03%
12,674
+38
262
$126K 0.03%
123,060
263
$118K 0.03%
44,726
264
$100K 0.02%
10,524
265
$51K 0.01%
15,000
266
$17K ﹤0.01%
1,500
267
– –
-747
268
– –
-727
269
– –
-1,625
270
– –
-4,400
271
– –
-767
272
– –
-2,561
273
– –
-5,972
274
– –
-1,010
275
– –
-2,868
8 9 10
11
12