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
276
$366K 0.04%
1,698
+27
277
$364K 0.04%
13,510
+8,605
278
$363K 0.04%
2,827
-924
279
$362K 0.04%
+6,982
280
$359K 0.04%
5,427
+598
281
$358K 0.04%
4,259
+1,063
282
$357K 0.04%
3,991
+65
283
$351K 0.04%
+7,625
284
$350K 0.04%
7,044
+425
285
$340K 0.04%
6,639
+157
286
$340K 0.04%
20,264
-1,395
287
$337K 0.04%
+6,613
288
$329K 0.04%
+1,995
289
$327K 0.04%
+4,750
290
$319K 0.04%
+3,935
291
$317K 0.04%
+2,702
292
$316K 0.03%
+5,459
293
$316K 0.03%
+2,444
294
$316K 0.03%
+4,662
295
$315K 0.03%
+4,136
296
$314K 0.03%
+9,020
297
$310K 0.03%
1,505
+44
298
$307K 0.03%
+1,188
299
$307K 0.03%
+6,413
300
$307K 0.03%
+5,967
10 11
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