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

Top Buys

1
+$21.6M
2
+$14.8M
3
+$10.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$8.83M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$8.68M

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
+$603K

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
$1.05M 0.12%
13,460
-735
152
$1.03M 0.11%
1,272
+474
153
$1.03M 0.11%
+7,846
154
$1.01M 0.11%
9,870
+4,409
155
$1M 0.11%
3,453
+723
156
$1M 0.11%
37,037
+16,044
157
$984K 0.11%
2,916
+477
158
$983K 0.11%
+30,076
159
$979K 0.11%
8,497
+4,040
160
$977K 0.11%
+12,319
161
$968K 0.11%
6,564
+56
162
$966K 0.11%
+4,294
163
$939K 0.1%
16,728
-1,239
164
$932K 0.1%
3,061
+1,943
165
$929K 0.1%
25,151
+18,369
166
$924K 0.1%
+6,264
167
$913K 0.1%
18,049
+11,539
168
$912K 0.1%
11,588
+659
169
$911K 0.1%
1,945
-869
170
$908K 0.1%
8,378
-5,790
171
$908K 0.1%
21,105
+2,995
172
$900K 0.1%
7,681
+1,382
173
$893K 0.1%
6,571
+2,567
174
$868K 0.1%
14,194
+1,628
175
$864K 0.1%
11,506
+6,960
5 6
7
8 9