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
51
$1.85M 0.64%
7,800
-481
52
$1.83M 0.63%
47,315
-1,862
53
$1.83M 0.63%
25,055
-1,044
54
$1.68M 0.58%
29,060
+1,109
55
$1.65M 0.57%
43,481
-13,650
56
$1.63M 0.56%
11,756
-254
57
$1.62M 0.56%
16,794
+995
58
$1.56M 0.54%
10,844
-1,076
59
$1.56M 0.54%
9,394
+687
60
$1.42M 0.49%
18,032
+157
61
$1.42M 0.49%
10,613
+496
62
$1.41M 0.49%
35,871
+1,888
63
$1.38M 0.48%
24,824
-749
64
$1.37M 0.47%
10,023
-903
65
$1.37M 0.47%
7,175
+290
66
$1.34M 0.46%
22,616
-277
67
$1.32M 0.46%
16,329
+114
68
$1.31M 0.45%
38,158
-2,475
69
$1.28M 0.44%
11,205
-1,144
70
$1.2M 0.41%
8,426
-84
71
$1.19M 0.41%
6,902
-347
72
$1.18M 0.41%
20,260
+420
73
$1.17M 0.41%
7,486
-608
74
$1.14M 0.39%
25,539
-1,738
75
$1.1M 0.38%
6,855
+137
1 2
3
4 5