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
$907M
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$15.4M
3
+$10.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$9.08M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$8.88M

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
+$628K

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
$438K 0.05%
+1,942
252
$437K 0.05%
5,971
+359
253
$436K 0.05%
5,788
+1,253
254
$434K 0.05%
4,172
+144
255
$432K 0.05%
+1,119
256
$431K 0.05%
+5,419
257
$422K 0.05%
+12,641
258
$419K 0.05%
17,995
+6,060
259
$416K 0.05%
+5,195
260
$415K 0.05%
+696
261
$414K 0.05%
3,571
+552
262
$413K 0.05%
8,519
-281
263
$412K 0.05%
+544
264
$408K 0.05%
+4,370
265
$400K 0.04%
+934
266
$396K 0.04%
8,046
-8,142
267
$391K 0.04%
+1,728
268
$383K 0.04%
+7,095
269
$383K 0.04%
148
270
$382K 0.04%
1,998
+781
271
$381K 0.04%
31,231
+5,292
272
$372K 0.04%
1,815
-325
273
$370K 0.04%
3,661
-216
274
$368K 0.04%
+8,241
275
$368K 0.04%
+2,762
9 10
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