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
$409M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.66M
3
+$379K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$353K
5
QCOM icon
Qualcomm
QCOM
+$329K

Top Sells

1
+$3.15M
2
+$1.65M
3
+$985K
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$902K
5
GD icon
General Dynamics
GD
+$521K

Sector Composition

1 Technology 13.39%
2 Healthcare 12.35%
3 Consumer Staples 9.51%
4 Consumer Discretionary 6.52%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$378K 0.09%
1,058
+16
177
$368K 0.09%
2,100
-1,340
178
$367K 0.09%
4,302
-2,393
179
$364K 0.09%
2,370
180
$358K 0.09%
6,482
-1,740
181
$354K 0.09%
13,045
182
$351K 0.09%
492
+73
183
$351K 0.09%
17,371
+32
184
$348K 0.09%
7,261
-330
185
$346K 0.08%
1,991
-52
186
$345K 0.08%
7,357
-136
187
$343K 0.08%
4,700
-399
188
$342K 0.08%
2,634
+246
189
$334K 0.08%
9,225
190
$330K 0.08%
4,388
-403
191
$330K 0.08%
1,518
+138
192
$325K 0.08%
22,100
+700
193
$325K 0.08%
22,476
+430
194
$323K 0.08%
3,513
+588
195
$319K 0.08%
1,193
-14
196
$314K 0.08%
18,185
197
$311K 0.08%
8,237
-370
198
$309K 0.08%
3,618
+5
199
$308K 0.08%
1,073
200
$300K 0.07%
9,388
+1,236
6 7
8
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