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
201
$683K 0.08%
4,217
+1,516
202
$683K 0.08%
3,661
+144
203
$676K 0.07%
+18,836
204
$674K 0.07%
4,736
+319
205
$669K 0.07%
+1,629
206
$667K 0.07%
+5,281
207
$659K 0.07%
+1,133
208
$652K 0.07%
1,670
+195
209
$651K 0.07%
922
-79
210
$651K 0.07%
8,164
+2,857
211
$645K 0.07%
+27,702
212
$644K 0.07%
5,928
-255
213
$639K 0.07%
+17,170
214
$631K 0.07%
1,480
+122
215
$623K 0.07%
7,426
+1,159
216
$619K 0.07%
7,076
+4,566
217
$615K 0.07%
13,092
+9,832
218
$588K 0.06%
5,850
-11
219
$582K 0.06%
+2,306
220
$568K 0.06%
1,204
+75
221
$552K 0.06%
+3,845
222
$551K 0.06%
4,182
+2,119
223
$548K 0.06%
7,140
-860
224
$545K 0.06%
+12,592
225
$544K 0.06%
+4,420
7 8
9
10 11