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
$446M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$355K
3
+$354K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$265K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$254K

Top Sells

1
+$571K
2
+$490K
3
+$423K
4
CHTR icon
Charter Communications
CHTR
+$359K
5
LLY icon
Eli Lilly
LLY
+$330K

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
276
– –
-1,010
277
– –
-2,868
278
– –
-4,500
279
– –
-18,185
280
– –
-3,764
281
– –
-2,522
8 9 10 11
12