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
1
$17.1M 4.17%
128,783
+697
2
$13M 3.17%
58,414
+1,428
3
$10.2M 2.48%
64,615
+379
4
$9.22M 2.25%
336,830
+9,566
5
$9.11M 2.23%
64,557
+332
6
$9.1M 2.22%
346,209
+2,363
7
$8.25M 2.02%
50,660
+1,860
8
$7.92M 1.93%
56,898
+41
9
$7.66M 1.87%
299,666
+5,424
10
$7.43M 1.81%
27,962
-85
11
$7.35M 1.8%
125,058
-2,787
12
$7.16M 1.75%
287,465
+4,800
13
$6.91M 1.69%
259,873
+5,684
14
$6.7M 1.64%
442,284
+23,280
15
$5.98M 1.46%
109,102
-1,033
16
$5.63M 1.38%
44,350
-69
17
$5.63M 1.38%
15,920
+402
18
$5.48M 1.34%
17,480
+735
19
$5.24M 1.28%
85,372
+303
20
$5.11M 1.25%
23,800
-459
21
$4.83M 1.18%
20,049
-573
22
$4.83M 1.18%
96,974
-61
23
$4.79M 1.17%
44,708
+37
24
$4.75M 1.16%
20,658
-378
25
$4.51M 1.1%
33,451
-319
1
2 3 4 5