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
76
$1.45M 0.33%
14,168
77
$1.44M 0.32%
6,419
-65
78
$1.41M 0.32%
2,993
+150
79
$1.39M 0.31%
14,980
-604
80
$1.37M 0.31%
34,017
+1,019
81
$1.36M 0.31%
1,982
+62
82
$1.34M 0.3%
11,292
+423
83
$1.32M 0.3%
2,814
+167
84
$1.32M 0.3%
16,364
+416
85
$1.31M 0.29%
8,472
-1,118
86
$1.31M 0.29%
9,109
-157
87
$1.31M 0.29%
17,865
+113
88
$1.28M 0.29%
38,602
89
$1.27M 0.28%
13,418
-3,954
90
$1.26M 0.28%
3,525
91
$1.25M 0.28%
31,215
-758
92
$1.23M 0.28%
42,004
-341
93
$1.2M 0.27%
72,035
-3,715
94
$1.19M 0.27%
5,582
-240
95
$1.19M 0.27%
21,733
-415
96
$1.18M 0.27%
39,166
+129
97
$1.14M 0.26%
10,158
-66
98
$1.14M 0.26%
10,539
99
$1.14M 0.26%
5,768
-199
100
$1.13M 0.25%
6,840
+75
2 3
4
5 6