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
$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 icon
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
26
$8.63M 0.95%
22,886
+7,792
27
$8.37M 0.92%
29,055
+8,232
28
$8.1M 0.89%
+339,474
29
$7.87M 0.87%
33,186
+16,180
30
$7.77M 0.86%
26,193
+4,531
31
$7.52M 0.83%
127,658
+39,069
32
$7.35M 0.81%
+318,723
33
$7.29M 0.8%
+336,729
34
$7.01M 0.77%
23,110
+6,332
35
$6.98M 0.77%
+336,036
36
$6.8M 0.75%
19,068
+4,804
37
$6.53M 0.72%
247,762
-3,042
38
$6.49M 0.72%
92,503
+14,491
39
$6.39M 0.71%
57,270
+13,580
40
$6.03M 0.66%
23,142
+14,427
41
$5.69M 0.63%
38,163
+7,238
42
$5.59M 0.62%
51,289
+5,178
43
$5.48M 0.6%
49,072
+26,612
44
$5.35M 0.59%
53,539
+17,890
45
$5.25M 0.58%
30,883
+3,097
46
$5.05M 0.56%
26,220
+14,928
47
$5.02M 0.55%
95,469
+23,868
48
$4.8M 0.53%
35,228
+22,403
49
$4.79M 0.53%
34,274
+7,554
50
$4.79M 0.53%
10,072
+4,003
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