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
251
$437K 0.05%
5,971
+359
252
$436K 0.05%
5,788
+1,253
253
$434K 0.05%
4,172
+144
254
$432K 0.05%
+1,119
255
$431K 0.05%
+5,419
256
$422K 0.05%
+12,641
257
$419K 0.05%
17,995
+6,060
258
$416K 0.05%
+5,195
259
$415K 0.05%
+696
260
$414K 0.05%
3,571
+552
261
$413K 0.05%
7,572
-250
262
$412K 0.05%
+544
263
$408K 0.05%
+4,370
264
$400K 0.04%
+934
265
$396K 0.04%
8,046
-8,142
266
$391K 0.04%
+1,728
267
$383K 0.04%
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268
$383K 0.04%
148
269
$382K 0.04%
1,998
+781
270
$381K 0.04%
31,231
+5,292
271
$372K 0.04%
1,815
-325
272
$370K 0.04%
3,661
-216
273
$368K 0.04%
+8,241
274
$368K 0.04%
+2,762
275
$367K 0.04%
+16,855
9 10
11
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