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
101
$957K 0.23%
29,199
+1,007
102
$955K 0.23%
10,254
+129
103
$946K 0.23%
4,907
-13
104
$945K 0.23%
1,956
+4
105
$875K 0.21%
64,012
-3,197
106
$868K 0.21%
6,347
-615
107
$864K 0.21%
12,501
-124
108
$858K 0.21%
7,277
+70
109
$857K 0.21%
1,585
-6
110
$841K 0.21%
3,540
-26
111
$838K 0.2%
10,446
-381
112
$833K 0.2%
29,548
+251
113
$827K 0.2%
4,216
-33
114
$826K 0.2%
3,909
+284
115
$823K 0.2%
2,318
-106
116
$794K 0.19%
29,293
-97
117
$785K 0.19%
13,453
-15
118
$772K 0.19%
8,442
+1,894
119
$760K 0.19%
2,787
120
$760K 0.19%
3,102
-33
121
$756K 0.18%
5,341
+802
122
$735K 0.18%
12,602
+102
123
$709K 0.17%
3,185
-36
124
$709K 0.17%
4,737
+550
125
$699K 0.17%
11,576
+4,575
3 4
5
6 7