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
351
$229K 0.03%
+1,075
352
$229K 0.03%
947
-404
353
$229K 0.03%
+2,680
354
$224K 0.02%
+18,036
355
$224K 0.02%
+6,096
356
$223K 0.02%
+1,506
357
$223K 0.02%
+1,803
358
$221K 0.02%
+11,937
359
$220K 0.02%
+989
360
$217K 0.02%
+2,652
361
$215K 0.02%
+593
362
$214K 0.02%
+2,376
363
$212K 0.02%
+7,036
364
$210K 0.02%
+4,600
365
$210K 0.02%
+17,736
366
$210K 0.02%
+4,027
367
$209K 0.02%
+2,180
368
$208K 0.02%
+4,324
369
$206K 0.02%
+1,356
370
$205K 0.02%
+1,495
371
$205K 0.02%
+1,851
372
$204K 0.02%
8,218
-2,632
373
$202K 0.02%
+2,626
374
$178K 0.02%
+35,000
375
$171K 0.02%
14,706
-3,400
12 13 14
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