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
$763M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$1.19M
3
+$955K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$943K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$748K

Top Sells

1
+$4.12M
2
+$1.55M
3
+$1.51M
4
AMZN icon
Amazon
AMZN
+$1.45M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$994K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.39%
3 Consumer Staples 6.92%
4 Financials 5.82%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$963K 0.13%
12,954
-1,346
152
$960K 0.13%
27,030
+1,909
153
$952K 0.12%
8,355
+2,232
154
$951K 0.12%
8,392
+3
155
$943K 0.12%
7,491
+484
156
$937K 0.12%
9,292
-825
157
$931K 0.12%
17,113
-1,589
158
$924K 0.12%
25,378
159
$907K 0.12%
4,001
-2,955
160
$889K 0.12%
4,468
+93
161
$887K 0.12%
4,280
-12
162
$882K 0.12%
34,608
-672
163
$881K 0.12%
3,529
-1
164
$879K 0.12%
14,034
-251
165
$860K 0.11%
22,700
+14,929
166
$859K 0.11%
4,197
-130
167
$849K 0.11%
8,250
-761
168
$848K 0.11%
1,082
+56
169
$840K 0.11%
27,691
+1,245
170
$830K 0.11%
10,222
-1,727
171
$811K 0.11%
11,506
+1,238
172
$807K 0.11%
9,954
173
$806K 0.11%
24,095
174
$776K 0.1%
10,639
-645
175
$768K 0.1%
22,521
-303
5 6
7
8 9