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
$446M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$325K
3
+$311K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$255K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$229K

Top Sells

1
+$470K
2
+$458K
3
+$373K
4
CHTR icon
Charter Communications
CHTR
+$359K
5
LLY icon
Eli Lilly
LLY
+$336K

Sector Composition

1 Healthcare 12.49%
2 Technology 11.91%
3 Consumer Staples 8%
4 Consumer Discretionary 7.16%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$439K 0.1%
798
+3
177
$412K 0.09%
6,508
+351
178
$399K 0.09%
3,926
+2
179
$397K 0.09%
1,500
180
$397K 0.09%
5,612
+9
181
$393K 0.09%
1,418
-9
182
$386K 0.09%
1,358
+31
183
$386K 0.09%
8,800
-13
184
$378K 0.08%
1,001
-24
185
$374K 0.08%
6,066
-71
186
$373K 0.08%
5,307
-63
187
$373K 0.08%
11,659
+1,049
188
$371K 0.08%
652
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189
$369K 0.08%
4,106
+83
190
$364K 0.08%
2,441
+109
191
$360K 0.08%
4,846
-15
192
$359K 0.08%
1,671
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193
$359K 0.08%
1,475
194
$353K 0.08%
2,692
-98
195
$352K 0.08%
1,635
-160
196
$349K 0.08%
5,236
-328
197
$340K 0.08%
9,313
+1
198
$339K 0.08%
3,751
-89
199
$337K 0.08%
5,419
-105
200
$332K 0.07%
21,659
-437
6 7
8
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