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
$907M
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$15.4M
3
+$10.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$9.08M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$8.88M

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
+$628K

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
$864K 0.1%
11,506
+6,960
177
$856K 0.09%
3,128
+660
178
$838K 0.09%
3,479
+1,123
179
$838K 0.09%
8,018
+2,026
180
$836K 0.09%
9,148
-874
181
$835K 0.09%
7,181
+2,263
182
$819K 0.09%
+9,979
183
$817K 0.09%
8,706
+3,287
184
$812K 0.09%
1,668
+385
185
$810K 0.09%
23,368
+1,241
186
$800K 0.09%
+13,545
187
$797K 0.09%
+3,469
188
$794K 0.09%
5,563
+1,457
189
$791K 0.09%
+21,892
190
$765K 0.08%
12,682
+6,767
191
$764K 0.08%
9,435
+3,369
192
$762K 0.08%
7,265
-117
193
$761K 0.08%
18,516
+9,203
194
$730K 0.08%
+114,180
195
$726K 0.08%
4,615
+1,791
196
$717K 0.08%
5,393
197
$711K 0.08%
+20,270
198
$706K 0.08%
7,651
+1,663
199
$702K 0.08%
9,008
+868
200
$690K 0.08%
50,022
+29,345
6 7
8
9 10