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
176
$856K 0.09%
3,128
+660
177
$838K 0.09%
3,479
+1,123
178
$838K 0.09%
8,018
+2,026
179
$836K 0.09%
9,148
-874
180
$835K 0.09%
7,181
+2,263
181
$819K 0.09%
+9,979
182
$817K 0.09%
8,706
+3,287
183
$812K 0.09%
16,680
+3,850
184
$810K 0.09%
23,368
+1,241
185
$800K 0.09%
+13,545
186
$797K 0.09%
+3,469
187
$794K 0.09%
5,563
+1,457
188
$791K 0.09%
+21,892
189
$765K 0.08%
12,682
+6,767
190
$764K 0.08%
9,435
+3,369
191
$762K 0.08%
7,265
-117
192
$761K 0.08%
18,516
+9,203
193
$730K 0.08%
+114,180
194
$726K 0.08%
4,615
+1,791
195
$717K 0.08%
5,393
196
$711K 0.08%
+20,270
197
$706K 0.08%
7,651
+1,663
198
$702K 0.08%
9,008
+868
199
$690K 0.08%
50,022
+29,345
200
$683K 0.08%
4,217
+1,516
6 7
8
9 10