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
$763M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$1.19M
3
+$955K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$943K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$748K

Top Sells

1
+$4.12M
2
+$1.55M
3
+$1.51M
4
AMZN icon
Amazon
AMZN
+$1.45M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$994K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.39%
3 Consumer Staples 6.92%
4 Financials 5.82%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$581K 0.08%
9,714
+2,171
202
$577K 0.08%
16,980
+179
203
$577K 0.08%
7,488
-383
204
$572K 0.08%
114,180
205
$563K 0.07%
3,328
-136
206
$555K 0.07%
13,674
-196
207
$554K 0.07%
8,576
-138
208
$552K 0.07%
5,393
209
$551K 0.07%
2,271
+43
210
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27,187
-14
211
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1,129
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212
$545K 0.07%
5,825
-350
213
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1,422
-24
214
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6,099
-5
215
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2,632
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216
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217
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7,321
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218
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26,703
219
$514K 0.07%
8,026
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220
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4,765
221
$508K 0.07%
5,466
-74
222
$507K 0.07%
734
-6
223
$491K 0.06%
3,300
224
$487K 0.06%
1,096
-19
225
$485K 0.06%
1,233
-153
7 8
9
10 11