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
151
$496K 0.12%
4,302
+523
152
$491K 0.12%
5,741
153
$489K 0.12%
1,307
+76
154
$487K 0.12%
5,315
+812
155
$487K 0.12%
7,100
156
$478K 0.12%
9,545
-507
157
$476K 0.12%
2,121
+322
158
$474K 0.12%
17,187
+224
159
$462K 0.11%
640
+5
160
$462K 0.11%
4,890
-277
161
$462K 0.11%
5,438
-284
162
$458K 0.11%
11,482
+2,404
163
$436K 0.11%
872
164
$436K 0.11%
2,108
-16
165
$432K 0.11%
5,824
+54
166
$430K 0.11%
2,065
167
$428K 0.1%
1,475
168
$423K 0.1%
3,880
+140
169
$418K 0.1%
5,019
-547
170
$409K 0.1%
4,251
-32,774
171
$399K 0.1%
1,537
+667
172
$397K 0.1%
1,237
+1
173
$395K 0.1%
963
-8
174
$384K 0.09%
2,279
+7
175
$378K 0.09%
10,080
-2,637
5 6
7
8 9