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
326
$266K 0.03%
7,380
+768
327
$263K 0.03%
+8,546
328
$259K 0.03%
+3,844
329
$254K 0.03%
+1,121
330
$254K 0.03%
15,959
331
$254K 0.03%
994
-477
332
$253K 0.03%
+6,194
333
$253K 0.03%
1,927
-573
334
$251K 0.03%
+4,938
335
$249K 0.03%
+1,019
336
$247K 0.03%
3,820
-83
337
$246K 0.03%
14,568
-2,037
338
$245K 0.03%
+556
339
$242K 0.03%
+9,872
340
$240K 0.03%
+3,182
341
$239K 0.03%
+4,626
342
$238K 0.03%
+2,810
343
$237K 0.03%
+420
344
$237K 0.03%
+1,797
345
$237K 0.03%
+990
346
$237K 0.03%
+3,461
347
$236K 0.03%
+2,915
348
$235K 0.03%
+4,098
349
$231K 0.03%
+4,427
350
$230K 0.03%
+5,200
12 13
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