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
$907M
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$15.4M
3
+$10.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$9.08M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$8.88M

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
+$628K

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
151
$1.08M 0.12%
6,758
+3,431
152
$1.05M 0.12%
13,460
-735
153
$1.03M 0.11%
1,272
+474
154
$1.03M 0.11%
+7,846
155
$1.01M 0.11%
9,870
+4,409
156
$1M 0.11%
3,453
+723
157
$1M 0.11%
37,037
+16,044
158
$984K 0.11%
2,916
+477
159
$983K 0.11%
+30,076
160
$979K 0.11%
8,497
+4,040
161
$977K 0.11%
+12,319
162
$968K 0.11%
6,564
+56
163
$966K 0.11%
+4,294
164
$939K 0.1%
16,728
-1,239
165
$932K 0.1%
3,061
+1,943
166
$929K 0.1%
25,151
+18,369
167
$924K 0.1%
+6,264
168
$913K 0.1%
18,049
+11,539
169
$912K 0.1%
11,588
+659
170
$911K 0.1%
1,945
-869
171
$908K 0.1%
8,378
-5,790
172
$908K 0.1%
21,105
+2,995
173
$900K 0.1%
7,681
+1,382
174
$893K 0.1%
6,571
+2,567
175
$868K 0.1%
14,194
+1,628
5 6
7
8 9