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
326
$263K 0.03%
+8,546
327
$259K 0.03%
+3,844
328
$254K 0.03%
+1,121
329
$254K 0.03%
15,959
330
$254K 0.03%
994
-477
331
$253K 0.03%
+6,194
332
$253K 0.03%
1,927
-573
333
$251K 0.03%
+4,938
334
$249K 0.03%
+1,019
335
$247K 0.03%
3,820
-83
336
$246K 0.03%
14,568
-2,037
337
$245K 0.03%
+556
338
$242K 0.03%
+9,872
339
$240K 0.03%
+3,182
340
$239K 0.03%
+4,626
341
$238K 0.03%
+2,810
342
$237K 0.03%
+420
343
$237K 0.03%
+1,797
344
$237K 0.03%
+990
345
$237K 0.03%
+3,461
346
$236K 0.03%
+2,915
347
$235K 0.03%
+4,098
348
$231K 0.03%
+4,427
349
$230K 0.03%
+5,200
350
$229K 0.03%
+1,075
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