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
126
$445K 0.15%
1,722
127
$442K 0.15%
4,303
+157
128
$439K 0.15%
2,660
+199
129
$438K 0.15%
3,336
-161
130
$425K 0.15%
8,479
-69
131
$419K 0.14%
5,084
-560
132
$419K 0.14%
5,393
133
$415K 0.14%
4,864
+1
134
$408K 0.14%
7,438
+842
135
$396K 0.14%
16,157
136
$394K 0.14%
4,238
-253
137
$394K 0.14%
4,019
+960
138
$392K 0.14%
3,329
-182
139
$389K 0.13%
9,179
-2,644
140
$388K 0.13%
3,345
-25
141
$387K 0.13%
2,617
142
$384K 0.13%
2,789
+883
143
$377K 0.13%
5,228
+163
144
$372K 0.13%
5,602
-200
145
$372K 0.13%
7,365
+379
146
$363K 0.13%
6,471
+933
147
$350K 0.12%
2,872
+813
148
$342K 0.12%
1,527
+17
149
$337K 0.12%
13,045
150
$336K 0.12%
2,935
-506
4 5
6
7 8