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
51
$2.3M 0.52%
13,542
-322
52
$2.27M 0.51%
49,161
+93
53
$2.19M 0.49%
27,343
-2,005
54
$2.18M 0.49%
9,637
-23
55
$2.17M 0.49%
6,069
+379
56
$2.13M 0.48%
22,460
+81
57
$2.11M 0.47%
37,557
+405
58
$2.08M 0.47%
33,529
+702
59
$2.08M 0.47%
4,115
-169
60
$2.01M 0.45%
165,340
+1,410
61
$1.99M 0.45%
46,116
+4
62
$1.95M 0.44%
20,098
+114
63
$1.94M 0.44%
43,690
+220
64
$1.86M 0.42%
72,236
-6,367
65
$1.85M 0.42%
3,657
-11
66
$1.66M 0.37%
19,191
-401
67
$1.64M 0.37%
14,486
-4,159
68
$1.55M 0.35%
18,719
-325
69
$1.55M 0.35%
12,825
+264
70
$1.55M 0.35%
8,715
-312
71
$1.55M 0.35%
8,565
+110
72
$1.51M 0.34%
8,043
-62
73
$1.51M 0.34%
3,905
-53
74
$1.5M 0.34%
18,262
+503
75
$1.49M 0.33%
12,550
-156
1 2
3
4 5