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
$763M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$1.19M
3
+$955K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$943K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$748K

Top Sells

1
+$4.12M
2
+$1.55M
3
+$1.51M
4
AMZN icon
Amazon
AMZN
+$1.45M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$994K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.39%
3 Consumer Staples 6.92%
4 Financials 5.82%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$332K 0.04%
6,612
277
$324K 0.04%
+7,750
278
$323K 0.04%
446
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279
$322K 0.04%
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280
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281
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282
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284
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285
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286
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287
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288
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289
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290
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291
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292
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294
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295
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296
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297
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2,514
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298
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4,500
299
$277K 0.04%
7,771
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300
$274K 0.04%
1,193
10 11
12
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