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
126
$690K 0.17%
3,910
-112
127
$687K 0.17%
2,951
+126
128
$676K 0.17%
14,320
+20
129
$664K 0.16%
4,014
-29
130
$663K 0.16%
21,912
-240
131
$652K 0.16%
7,391
+20
132
$648K 0.16%
1,726
+1
133
$645K 0.16%
98,151
134
$641K 0.16%
3,025
+156
135
$634K 0.15%
1,683
-36
136
$633K 0.15%
2,078
-323
137
$594K 0.15%
5,051
-442
138
$573K 0.14%
4,738
-2,556
139
$568K 0.14%
8,322
+265
140
$566K 0.14%
5,393
141
$565K 0.14%
3,104
-248
142
$548K 0.13%
9,367
-63
143
$536K 0.13%
3,789
+348
144
$534K 0.13%
3,509
+2
145
$524K 0.13%
5,706
+47
146
$522K 0.13%
2,229
+61
147
$520K 0.13%
2,917
-33
148
$518K 0.13%
5,911
149
$513K 0.13%
1,350
-46
150
$504K 0.12%
2,066
+216
4 5
6
7 8