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
51
$2.1M 0.51%
14,095
-3,500
52
$2.08M 0.51%
17,762
-750
53
$2.08M 0.51%
19,004
-135
54
$2.04M 0.5%
13,399
+2,161
55
$2.02M 0.49%
25,912
+1,032
56
$1.96M 0.48%
22,320
-300
57
$1.91M 0.47%
15,896
-8,183
58
$1.91M 0.47%
23,094
-677
59
$1.84M 0.45%
8,422
+497
60
$1.77M 0.43%
39,915
-1,226
61
$1.76M 0.43%
7,889
+251
62
$1.74M 0.42%
9,845
-16
63
$1.73M 0.42%
22,852
-158
64
$1.7M 0.42%
6,725
+12
65
$1.67M 0.41%
20,076
-1,955
66
$1.67M 0.41%
40,722
-1,719
67
$1.65M 0.4%
8,090
-101
68
$1.64M 0.4%
37,470
-2,200
69
$1.62M 0.4%
13,857
-417
70
$1.61M 0.39%
26,009
+510
71
$1.57M 0.38%
3,361
-197
72
$1.55M 0.38%
30,029
+709
73
$1.54M 0.38%
29,494
-477
74
$1.54M 0.38%
16,782
+700
75
$1.53M 0.37%
18,983
-20,578
1 2
3
4 5