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
+$29.1M
2
+$15.4M
3
+$10.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$9.08M
5
IBDQ
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
376
$162K 0.02%
+16,000
377
$156K 0.02%
15,100
-4,000
378
$129K 0.01%
11,734
-940
379
$114K 0.01%
44,726
380
$104K 0.01%
30,000
381
$79.6K 0.01%
+11,770
382
$32.5K ﹤0.01%
+16,000
383
$13.5K ﹤0.01%
+12,500
384
$8.22K ﹤0.01%
+1,500
385
$4.35K ﹤0.01%
69,198
-53,862
386
– –
-10,524
387
– –
-3,776
388
– –
-2,000
389
– –
-441,720
390
– –
-23,098
391
– –
-37,479
392
– –
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393
– –
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394
– –
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– –
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396
– –
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397
– –
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398
– –
-13,045
399
– –
-2,310
400
– –
-1,500
12 13 14 15
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