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
101
$1.1M 0.25%
9,437
-194
102
$1.09M 0.24%
7,292
+45
103
$1.06M 0.24%
6,330
-195
104
$1.02M 0.23%
7,525
+100
105
$964K 0.22%
15,787
-2,524
106
$940K 0.21%
5,305
-25
107
$938K 0.21%
14,195
-613
108
$938K 0.21%
37,479
-2,985
109
$935K 0.21%
9,425
+13
110
$926K 0.21%
10,022
+37
111
$890K 0.2%
13,342
+564
112
$882K 0.2%
4,689
-20
113
$878K 0.2%
13,397
+506
114
$866K 0.19%
35,162
-1,516
115
$849K 0.19%
5,300
+29
116
$813K 0.18%
2
117
$797K 0.18%
4,648
-24
118
$797K 0.18%
17,967
-274
119
$789K 0.18%
10,929
+5,814
120
$775K 0.17%
3,517
+1
121
$762K 0.17%
5,651
+1,602
122
$731K 0.16%
2,730
-7
123
$713K 0.16%
19,470
-290
124
$709K 0.16%
9,987
+301
125
$707K 0.16%
12,566
+13
3 4
5
6 7