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
276
$367K 0.04%
+16,855
277
$366K 0.04%
1,698
+27
278
$364K 0.04%
13,510
+8,605
279
$363K 0.04%
2,827
-924
280
$362K 0.04%
+6,982
281
$359K 0.04%
5,427
+598
282
$358K 0.04%
4,259
+1,063
283
$357K 0.04%
3,991
+65
284
$351K 0.04%
+7,625
285
$350K 0.04%
7,044
+425
286
$340K 0.04%
6,639
+157
287
$340K 0.04%
20,264
-1,395
288
$337K 0.04%
+6,613
289
$329K 0.04%
+1,995
290
$327K 0.04%
+4,750
291
$319K 0.04%
+3,935
292
$317K 0.04%
+2,702
293
$316K 0.03%
+5,459
294
$316K 0.03%
+2,444
295
$316K 0.03%
+4,662
296
$315K 0.03%
+4,136
297
$314K 0.03%
+9,020
298
$310K 0.03%
1,505
+44
299
$307K 0.03%
+1,188
300
$307K 0.03%
+6,413
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