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
301
$307K 0.03%
+4,500
302
$306K 0.03%
+4,216
303
$306K 0.03%
1,208
-622
304
$296K 0.03%
4,788
+1,623
305
$296K 0.03%
+7,866
306
$296K 0.03%
2,823
-1,103
307
$295K 0.03%
+1,434
308
$295K 0.03%
7,813
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309
$294K 0.03%
+2,251
310
$294K 0.03%
10,041
+2,616
311
$293K 0.03%
+3,039
312
$292K 0.03%
+11,933
313
$289K 0.03%
7,689
+11
314
$288K 0.03%
1,193
315
$287K 0.03%
11,008
+1,798
316
$286K 0.03%
3,619
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317
$283K 0.03%
+2,330
318
$282K 0.03%
1,954
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319
$280K 0.03%
+6,568
320
$277K 0.03%
+3,721
321
$274K 0.03%
+1,007
322
$274K 0.03%
+6,156
323
$271K 0.03%
5,775
+1,359
324
$266K 0.03%
+4,852
325
$266K 0.03%
7,380
+768
11 12
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