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
151
$333K 0.12%
1,062
-111
152
$329K 0.11%
+2,707
153
$326K 0.11%
3,941
+375
154
$317K 0.11%
7,600
+1,620
155
$315K 0.11%
9,653
-5,808
156
$312K 0.11%
1,475
157
$311K 0.11%
18,972
-3,291
158
$310K 0.11%
1,423
+84
159
$306K 0.11%
12,730
+950
160
$301K 0.1%
2,132
-214
161
$292K 0.1%
2,750
162
$291K 0.1%
915
-13
163
$291K 0.1%
10,143
-2,041
164
$290K 0.1%
1,126
-122
165
$289K 0.1%
1,274
+59
166
$287K 0.1%
1,989
-310
167
$286K 0.1%
6,552
+1,119
168
$283K 0.1%
2,370
169
$282K 0.1%
5,284
-589
170
$281K 0.1%
21,988
-574
171
$280K 0.1%
9,077
-1,586
172
$278K 0.1%
9,225
173
$275K 0.1%
624
-14
174
$273K 0.09%
23,400
-1,500
175
$271K 0.09%
3,422
-20
5 6
7
8 9