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
201
$319K 0.07%
6,482
202
$317K 0.07%
148
203
$314K 0.07%
2,356
-49
204
$313K 0.07%
3,284
-600
205
$310K 0.07%
1,351
-5
206
$309K 0.07%
3,019
207
$306K 0.07%
917
208
$305K 0.07%
4,416
+8
209
$302K 0.07%
1,283
-50
210
$299K 0.07%
8,000
211
$297K 0.07%
8,278
+934
212
$295K 0.07%
3,877
213
$295K 0.07%
6,782
+61
214
$294K 0.07%
4,829
-2,374
215
$291K 0.07%
25,939
+4,823
216
$289K 0.06%
9,210
217
$288K 0.06%
13,045
218
$286K 0.06%
3,196
219
$280K 0.06%
6,510
+167
220
$277K 0.06%
16,605
+25
221
$276K 0.06%
4,028
-315
222
$272K 0.06%
1,830
-1,164
223
$271K 0.06%
5,892
+600
224
$264K 0.06%
7,425
-1,484
225
$263K 0.06%
4,546
7 8
9
10 11