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
$289M
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$679K
3
+$659K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$476K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$415K

Top Sells

1
+$1.62M
2
+$861K
3
+$518K
4
VTR icon
Ventas
VTR
+$505K
5
TRV icon
Travelers Companies
TRV
+$432K

Sector Composition

1 Healthcare 14.02%
2 Technology 11.19%
3 Consumer Staples 11.16%
4 Communication Services 6.27%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 1.15%
22,075
+2,557
27
$3.31M 1.14%
324,498
+40,620
28
$3.18M 1.1%
14,509
-171
29
$3.18M 1.1%
22,898
-138
30
$3.05M 1.05%
14,382
+225
31
$2.97M 1.03%
93,342
-27,055
32
$2.96M 1.02%
50,820
+720
33
$2.94M 1.02%
16,101
-1,021
34
$2.91M 1.01%
297,584
+41,952
35
$2.78M 0.96%
126,372
+804
36
$2.69M 0.93%
115,792
-16,599
37
$2.47M 0.85%
45,666
+3,878
38
$2.44M 0.84%
162,600
+31,734
39
$2.4M 0.83%
18,101
+530
40
$2.35M 0.81%
32,459
-680
41
$2.35M 0.81%
61,959
+2,535
42
$2.32M 0.8%
21,840
+124
43
$2.22M 0.77%
17,457
-137
44
$2.18M 0.75%
19,312
+1,450
45
$1.96M 0.68%
22,011
+1,111
46
$1.94M 0.67%
24,246
-1,022
47
$1.93M 0.67%
36,527
-84
48
$1.93M 0.67%
77,182
-1,733
49
$1.89M 0.65%
39,672
-3,184
50
$1.88M 0.65%
31,280
-456
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