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
376
$156K 0.02%
15,100
-4,000
377
$129K 0.01%
11,734
-940
378
$114K 0.01%
44,726
379
$104K 0.01%
30,000
380
$79.6K 0.01%
+11,770
381
$32.5K ﹤0.01%
+16,000
382
$13.5K ﹤0.01%
+12,500
383
$8.22K ﹤0.01%
+1,500
384
$4.35K ﹤0.01%
69,198
-53,862
385
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386
– –
-1,500
387
– –
-10,524
388
– –
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389
– –
-15,000
390
– –
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391
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392
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393
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– –
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396
– –
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– –
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– –
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399
– –
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