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
$409M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.66M
3
+$379K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$353K
5
QCOM icon
Qualcomm
QCOM
+$329K

Top Sells

1
+$3.15M
2
+$1.65M
3
+$985K
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$902K
5
GD icon
General Dynamics
GD
+$521K

Sector Composition

1 Technology 13.39%
2 Healthcare 12.35%
3 Consumer Staples 9.51%
4 Consumer Discretionary 6.52%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.44M 1.09%
120,671
-2,829
27
$4.35M 1.06%
49,640
-1,080
28
$4.32M 1.06%
25,595
-278
29
$4.28M 1.04%
101,574
+4,547
30
$4.24M 1.04%
54,290
-2,502
31
$4.18M 1.02%
195,654
+9,900
32
$4.14M 1.01%
27,944
-68
33
$4.06M 0.99%
50,776
+20,813
34
$3.75M 0.92%
97,479
-274
35
$3.63M 0.89%
15,673
-233
36
$3.4M 0.83%
11,124
-3
37
$3.24M 0.79%
9,439
+608
38
$3.12M 0.76%
26,207
+2,193
39
$3.1M 0.76%
302,242
+7,229
40
$3.07M 0.75%
63,840
+3,666
41
$2.8M 0.68%
+62,383
42
$2.77M 0.68%
32,770
-1,166
43
$2.74M 0.67%
15,122
-1,285
44
$2.56M 0.63%
21,657
+2,179
45
$2.46M 0.6%
11,417
46
$2.41M 0.59%
40,983
-442
47
$2.36M 0.58%
30,612
-1,124
48
$2.35M 0.57%
14,773
-302
49
$2.31M 0.56%
34,035
-1,348
50
$2.17M 0.53%
10,211
-349
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2
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