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
$763M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$1.19M
3
+$955K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$943K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$748K

Top Sells

1
+$4.12M
2
+$1.55M
3
+$1.51M
4
AMZN icon
Amazon
AMZN
+$1.45M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$994K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.39%
3 Consumer Staples 6.92%
4 Financials 5.82%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$204K 0.03%
2,490
352
$201K 0.03%
+3,076
353
$196K 0.03%
17,906
354
$188K 0.02%
+16,136
355
$174K 0.02%
17,100
-3,000
356
$143K 0.02%
13,109
+30
357
$124K 0.02%
30,000
358
$64.9K 0.01%
44,726
359
$52.2K 0.01%
15,000
360
$33.2K ﹤0.01%
69,198
361
$28.8K ﹤0.01%
12,500
362
$10.9K ﹤0.01%
+1,500
363
$7.96K ﹤0.01%
656
364
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365
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366
– –
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367
– –
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368
– –
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369
– –
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370
– –
-1,817
371
– –
-8,005
372
– –
-3,880
373
– –
-798
374
– –
-2,884
375
– –
-10,850
12 13 14
15
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