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
151
$532K 0.12%
21,804
+383
152
$532K 0.12%
20,993
+9
153
$529K 0.12%
3,916
+69
154
$525K 0.12%
6,021
+55
155
$524K 0.12%
4,306
+123
156
$514K 0.12%
6,183
-931
157
$513K 0.12%
1,129
-36
158
$513K 0.12%
3,316
-300
159
$508K 0.11%
10,947
160
$507K 0.11%
1,309
-348
161
$499K 0.11%
5,461
-40
162
$498K 0.11%
1,027
-119
163
$492K 0.11%
6,896
+6
164
$490K 0.11%
2,140
-243
165
$472K 0.11%
4,918
-70
166
$471K 0.11%
6,902
+2,602
167
$470K 0.11%
5,992
-3,740
168
$468K 0.11%
4,004
-19
169
$464K 0.1%
2,713
+6
170
$463K 0.1%
8,439
171
$457K 0.1%
2,439
+36
172
$456K 0.1%
2,824
+90
173
$451K 0.1%
6,267
+26
174
$446K 0.1%
5,988
+127
175
$445K 0.1%
5,861
5 6
7
8 9