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
76
$2.99M 0.33%
13,434
+5,391
77
$2.97M 0.33%
20,498
+16,192
78
$2.94M 0.32%
77,890
-21,786
79
$2.93M 0.32%
113,139
+90,102
80
$2.79M 0.31%
109,875
+88,071
81
$2.77M 0.31%
88,956
+517
82
$2.77M 0.31%
25,157
+5,059
83
$2.76M 0.3%
14,707
+9,056
84
$2.69M 0.3%
10,243
+4,475
85
$2.55M 0.28%
49,702
+14,068
86
$2.55M 0.28%
58,063
+16,059
87
$2.54M 0.28%
38,973
+3,903
88
$2.51M 0.28%
30,420
+14,056
89
$2.48M 0.27%
34,394
+21,052
90
$2.47M 0.27%
25,950
-1,393
91
$2.39M 0.26%
281,263
-24,805
92
$2.38M 0.26%
22,592
+6,805
93
$2.38M 0.26%
10,211
+574
94
$2.38M 0.26%
134,740
+62,705
95
$2.37M 0.26%
10,203
+5,514
96
$2.37M 0.26%
4,469
+812
97
$2.33M 0.26%
17,316
+7,891
98
$2.31M 0.25%
12,066
+8,750
99
$2.3M 0.25%
31,689
+23,250
100
$2.29M 0.25%
36,219
+22,822
2 3
4
5 6