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
101
$699K 0.24%
3,502
+416
102
$643K 0.22%
7,506
+517
103
$641K 0.22%
10,185
+45
104
$632K 0.22%
2,088
+175
105
$601K 0.21%
14,643
-1,029
106
$590K 0.2%
4,937
-67
107
$581K 0.2%
1,548
-37
108
$575K 0.2%
6,678
+124
109
$574K 0.2%
16,777
-1,083
110
$568K 0.2%
23,024
+724
111
$561K 0.19%
12,496
-526
112
$545K 0.19%
16,237
-8,144
113
$542K 0.19%
3,254
+1,025
114
$538K 0.19%
5,809
-426
115
$536K 0.19%
2,758
-219
116
$528K 0.18%
3,616
-2
117
$524K 0.18%
7,408
-224
118
$521K 0.18%
3,684
+33
119
$516K 0.18%
3,126
+36
120
$505K 0.17%
11,038
+208
121
$500K 0.17%
75,880
+360
122
$464K 0.16%
3,505
+2
123
$464K 0.16%
3,599
+1,807
124
$459K 0.16%
24,057
-27
125
$447K 0.15%
18,189
-175
3 4
5
6 7