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
351
$229K 0.03%
947
-404
352
$229K 0.03%
+2,680
353
$224K 0.02%
+18,036
354
$224K 0.02%
+6,096
355
$223K 0.02%
+1,506
356
$223K 0.02%
+1,803
357
$221K 0.02%
+11,937
358
$220K 0.02%
+989
359
$217K 0.02%
+2,697
360
$215K 0.02%
+593
361
$214K 0.02%
+2,376
362
$212K 0.02%
+7,036
363
$210K 0.02%
+4,600
364
$210K 0.02%
+17,736
365
$210K 0.02%
+4,027
366
$209K 0.02%
+2,180
367
$208K 0.02%
+4,324
368
$206K 0.02%
+1,356
369
$205K 0.02%
+1,495
370
$205K 0.02%
+1,851
371
$204K 0.02%
8,218
-2,632
372
$202K 0.02%
+2,626
373
$178K 0.02%
+35,000
374
$171K 0.02%
14,706
-3,400
375
$162K 0.02%
+16,000
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