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
126
$696K 0.16%
3,318
-21
127
$675K 0.15%
6,299
-25
128
$673K 0.15%
18,110
+735
129
$671K 0.15%
5,393
130
$664K 0.15%
4,046
-8
131
$661K 0.15%
2,282
+38
132
$655K 0.15%
4,417
-12
133
$651K 0.15%
16,188
+13
134
$646K 0.14%
22,575
+10,878
135
$644K 0.14%
4,457
-284
136
$642K 0.14%
12,187
+771
137
$642K 0.14%
4,733
-327
138
$636K 0.14%
3,139
+95
139
$605K 0.14%
4,079
-228
140
$592K 0.13%
21,732
-652
141
$591K 0.13%
10,966
+57
142
$589K 0.13%
22,127
-160
143
$588K 0.13%
23,037
-1,530
144
$586K 0.13%
7,382
145
$583K 0.13%
23,098
-1,583
146
$578K 0.13%
22,309
-1,472
147
$575K 0.13%
3,327
+1,878
148
$574K 0.13%
2,468
+5
149
$549K 0.12%
2,816
-38
150
$544K 0.12%
5,207
-297
4 5
6
7 8