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
201
$300K 0.07%
6,164
+142
202
$298K 0.07%
+3,453
203
$298K 0.07%
1,359
-8
204
$297K 0.07%
2,750
205
$297K 0.07%
3,493
+498
206
$296K 0.07%
1,952
-289
207
$290K 0.07%
2,932
-8
208
$289K 0.07%
4,284
-176
209
$286K 0.07%
+5,687
210
$286K 0.07%
+6,009
211
$281K 0.07%
2,342
+4
212
$280K 0.07%
3,944
-165
213
$279K 0.07%
2,462
-68
214
$273K 0.07%
2,919
-13
215
$271K 0.07%
1,146
+134
216
$269K 0.07%
20,580
217
$267K 0.07%
3,913
+128
218
$267K 0.07%
3,240
+84
219
$265K 0.06%
8,000
220
$262K 0.06%
1,909
-63
221
$262K 0.06%
8,666
-1,295
222
$254K 0.06%
1,595
-4
223
$254K 0.06%
4,508
-973
224
$254K 0.06%
9,775
-1,450
225
$252K 0.06%
+1,178
7 8
9
10 11