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
51
$4.55M 0.5%
30,448
+6,537
52
$4.45M 0.49%
57,218
+23,689
53
$4.32M 0.48%
26,426
+13,876
54
$4.22M 0.47%
+105,245
55
$4.21M 0.46%
44,709
+25,990
56
$3.97M 0.44%
40,756
+22,891
57
$3.78M 0.42%
79,458
+30,297
58
$3.77M 0.42%
31,014
+2,513
59
$3.75M 0.41%
14,433
+906
60
$3.7M 0.41%
5,606
+2,613
61
$3.67M 0.4%
127,437
+25,091
62
$3.65M 0.4%
14,554
+8,135
63
$3.53M 0.39%
70,305
-1,931
64
$3.36M 0.37%
19,699
+11,227
65
$3.31M 0.37%
54,545
+13,626
66
$3.28M 0.36%
6,226
+2,111
67
$3.26M 0.36%
32,831
-1,998
68
$3.21M 0.35%
22,198
+7,712
69
$3.16M 0.35%
123,930
+88,768
70
$3.15M 0.35%
38,140
+583
71
$3.14M 0.35%
118,443
+96,134
72
$3.12M 0.34%
10,030
+4,448
73
$3.12M 0.34%
77,267
+43,250
74
$3.05M 0.34%
8,604
+3,871
75
$3.03M 0.33%
10,263
+6,217
1 2
3
4 5