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
76
$1.51M 0.37%
33,730
-672
77
$1.46M 0.36%
8,909
-40
78
$1.45M 0.35%
9,916
-270
79
$1.45M 0.35%
8,938
-45
80
$1.45M 0.35%
111,000
+29,040
81
$1.45M 0.35%
10,356
-34
82
$1.44M 0.35%
14,856
+431
83
$1.43M 0.35%
5,245
+15
84
$1.4M 0.34%
64,439
-22,335
85
$1.38M 0.34%
3,944
+111
86
$1.36M 0.33%
46,096
+5
87
$1.36M 0.33%
12,830
+662
88
$1.25M 0.31%
5,328
-1,443
89
$1.24M 0.3%
30,042
-3,033
90
$1.17M 0.29%
23,359
-193
91
$1.12M 0.27%
36,925
-86
92
$1.12M 0.27%
17,293
+997
93
$1.06M 0.26%
7,130
-17
94
$1.05M 0.26%
3,861
+340
95
$1.02M 0.25%
14,265
-2,807
96
$1.02M 0.25%
5,593
-403
97
$1.01M 0.25%
6,322
-327
98
$1M 0.24%
5,145
+26
99
$966K 0.24%
33,453
+2,325
100
$960K 0.23%
8,480
-510
2 3
4
5 6