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
301
$307K 0.03%
+5,967
302
$307K 0.03%
+4,500
303
$306K 0.03%
+4,216
304
$306K 0.03%
1,208
-622
305
$296K 0.03%
4,788
+1,623
306
$296K 0.03%
+7,866
307
$296K 0.03%
2,823
-1,103
308
$295K 0.03%
+1,434
309
$295K 0.03%
7,813
-871
310
$294K 0.03%
+2,251
311
$294K 0.03%
10,041
+2,616
312
$293K 0.03%
+3,039
313
$292K 0.03%
+11,933
314
$289K 0.03%
7,689
+11
315
$288K 0.03%
1,193
316
$287K 0.03%
11,008
+1,798
317
$286K 0.03%
3,619
+335
318
$283K 0.03%
+2,330
319
$282K 0.03%
1,954
+454
320
$280K 0.03%
+6,568
321
$277K 0.03%
+3,721
322
$274K 0.03%
+1,007
323
$274K 0.03%
+6,156
324
$271K 0.03%
5,775
+1,359
325
$266K 0.03%
+4,852
11 12
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