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
76
$1.09M 0.38%
20,938
+742
77
$1.07M 0.37%
46,080
+4
78
$1.04M 0.36%
20,773
-6,679
79
$1.03M 0.36%
3,651
+293
80
$1.03M 0.36%
2,109
-61
81
$1.02M 0.35%
29,643
-962
82
$939K 0.32%
5,627
+51
83
$934K 0.32%
19,200
-496
84
$911K 0.31%
9,113
+12
85
$904K 0.31%
38,150
+11,310
86
$889K 0.31%
63,842
+2,732
87
$862K 0.3%
29,975
-350
88
$860K 0.3%
28,745
-1,494
89
$857K 0.3%
2,528
-140
90
$851K 0.29%
3,411
+37
91
$844K 0.29%
10,399
-109
92
$774K 0.27%
8,586
+456
93
$762K 0.26%
15,769
-239
94
$757K 0.26%
35,669
-7,355
95
$757K 0.26%
6,601
+1
96
$755K 0.26%
11,164
+870
97
$750K 0.26%
7,562
-2,908
98
$738K 0.26%
6,616
+1,377
99
$732K 0.25%
29,800
+1,628
100
$717K 0.25%
7,491
+1,319
2 3
4
5 6