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
$763M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$1.19M
3
+$955K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$943K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$748K

Top Sells

1
+$4.12M
2
+$1.55M
3
+$1.51M
4
AMZN icon
Amazon
AMZN
+$1.45M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$994K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.39%
3 Consumer Staples 6.92%
4 Financials 5.82%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.15%
10,464
-160
127
$1.17M 0.15%
3,824
-370
128
$1.14M 0.15%
2,498
-36
129
$1.14M 0.15%
44,319
-912
130
$1.13M 0.15%
10,265
-9
131
$1.12M 0.15%
14,763
+2,517
132
$1.11M 0.15%
4,502
-39
133
$1.09M 0.14%
4,636
-48
134
$1.09M 0.14%
43,353
+1,008
135
$1.08M 0.14%
10,998
-31
136
$1.08M 0.14%
13,398
+211
137
$1.08M 0.14%
7,399
-113
138
$1.08M 0.14%
3,061
-263
139
$1.07M 0.14%
5,015
+319
140
$1.06M 0.14%
7,089
+810
141
$1.04M 0.14%
2
142
$1.04M 0.14%
5,587
-101
143
$1.03M 0.13%
33,282
144
$1.03M 0.13%
23,240
+325
145
$1.03M 0.13%
7,178
+83
146
$1.01M 0.13%
9,421
-120
147
$996K 0.13%
9,067
-424
148
$988K 0.13%
2,890
+25
149
$987K 0.13%
3,295
-10
150
$982K 0.13%
7,690
+1,960
4 5
6
7 8