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
$446M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$325K
3
+$311K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$255K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$229K

Top Sells

1
+$470K
2
+$458K
3
+$373K
4
CHTR icon
Charter Communications
CHTR
+$359K
5
LLY icon
Eli Lilly
LLY
+$336K

Sector Composition

1 Healthcare 12.49%
2 Technology 11.91%
3 Consumer Staples 8%
4 Consumer Discretionary 7.16%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.69M 1.05%
20,823
-439
27
$4.68M 1.05%
14,264
+132
28
$4.54M 1.02%
27,786
-326
29
$4.48M 1%
102,346
-3,816
30
$4.44M 1%
30,925
-3
31
$4.34M 0.97%
15,094
-394
32
$3.97M 0.89%
46,111
-814
33
$3.87M 0.87%
14,482
+225
34
$3.81M 0.85%
14,264
+125
35
$3.81M 0.85%
95,810
-741
36
$3.79M 0.85%
99,676
-1,416
37
$3.53M 0.79%
16,778
-136
38
$3.35M 0.75%
34,829
-1,340
39
$3.21M 0.72%
28,501
-253
40
$3.21M 0.72%
40,919
-1,017
41
$3.17M 0.71%
306,068
-2,566
42
$3.11M 0.7%
35,649
-1,545
43
$3.1M 0.69%
71,601
+3,060
44
$3.05M 0.68%
17,006
-35
45
$2.95M 0.66%
23,911
-146
46
$2.87M 0.64%
13,527
-127
47
$2.8M 0.63%
88,439
-1,585
48
$2.69M 0.6%
35,070
-519
49
$2.56M 0.57%
26,720
+620
50
$2.53M 0.57%
35,634
+2,818
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