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
101
$2.27M 0.25%
8,648
+83
102
$2.26M 0.25%
47,858
+1,742
103
$2.18M 0.24%
10,868
+4,028
104
$2.11M 0.23%
21,787
+6,807
105
$2.08M 0.23%
+81,164
106
$2.07M 0.23%
24,652
+6,390
107
$2.07M 0.23%
7,867
-1,242
108
$2.04M 0.23%
60,732
+21,566
109
$2.03M 0.22%
40,252
+9,037
110
$2.02M 0.22%
+7,476
111
$2M 0.22%
13,741
+199
112
$1.95M 0.21%
6,270
+4,635
113
$1.94M 0.21%
3,102
+1,793
114
$1.93M 0.21%
2,192
+210
115
$1.75M 0.19%
+66,009
116
$1.74M 0.19%
49,885
+27,310
117
$1.74M 0.19%
21,374
+2,183
118
$1.72M 0.19%
3,793
-112
119
$1.69M 0.19%
+66,049
120
$1.67M 0.18%
23,712
+11,525
121
$1.67M 0.18%
3,488
-37
122
$1.66M 0.18%
8,392
+4,313
123
$1.6M 0.18%
6,781
+3,463
124
$1.6M 0.18%
7,616
+1,286
125
$1.56M 0.17%
3,907
+2,990
3 4
5
6 7