SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
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
+$21.6M
2
+$14.8M
3
+$10.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$8.83M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$8.68M

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
+$603K

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
126
$1.52M 0.17%
6,166
+1,518
127
$1.49M 0.16%
9,348
-89
128
$1.47M 0.16%
21,863
+130
129
$1.47M 0.16%
18,790
-680
130
$1.47M 0.16%
+39,755
131
$1.43M 0.16%
1,780
+1,128
132
$1.42M 0.16%
41,292
+29,633
133
$1.4M 0.15%
11,054
+515
134
$1.34M 0.15%
4,489
+1,350
135
$1.32M 0.15%
8,002
+477
136
$1.32M 0.15%
38,953
+351
137
$1.31M 0.14%
3,213
+931
138
$1.27M 0.14%
8,477
+4,561
139
$1.26M 0.14%
10,561
+403
140
$1.25M 0.14%
15,774
+10,538
141
$1.23M 0.14%
13,660
+242
142
$1.21M 0.13%
7,803
+511
143
$1.2M 0.13%
5,637
+2,924
144
$1.19M 0.13%
5,665
+360
145
$1.15M 0.13%
10,587
+4,566
146
$1.13M 0.12%
9,246
+4,039
147
$1.12M 0.12%
4,575
+1,759
148
$1.1M 0.12%
+28,296
149
$1.09M 0.12%
2
150
$1.08M 0.12%
6,758
+3,431
4 5
6
7 8