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
$289M
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$679K
3
+$659K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$476K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$415K

Top Sells

1
+$1.62M
2
+$861K
3
+$518K
4
VTR icon
Ventas
VTR
+$505K
5
TRV icon
Travelers Companies
TRV
+$432K

Sector Composition

1 Healthcare 14.02%
2 Technology 11.19%
3 Consumer Staples 11.16%
4 Communication Services 6.27%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$263K 0.09%
45,916
177
$258K 0.09%
1,795
+29
178
$255K 0.09%
1,110
+225
179
$252K 0.09%
11,725
-400
180
$249K 0.09%
2,315
+3
181
$248K 0.09%
3,550
+250
182
$244K 0.08%
20,580
183
$244K 0.08%
12,950
184
$243K 0.08%
18,185
185
$242K 0.08%
848
+53
186
$238K 0.08%
5,031
-488
187
$238K 0.08%
985
+115
188
$238K 0.08%
7,797
-1,694
189
$238K 0.08%
1,804
190
$238K 0.08%
6,822
-221
191
$233K 0.08%
5,104
-236
192
$233K 0.08%
+4,775
193
$229K 0.08%
2,594
194
$228K 0.08%
1,285
-48
195
$222K 0.08%
11,642
+1
196
$222K 0.08%
2,502
+2
197
$218K 0.08%
7,496
-282
198
$218K 0.08%
8,000
199
$217K 0.08%
1,511
+49
200
$216K 0.07%
+907
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8
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