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
1
$17.9M 4.02%
129,588
+38
2
$14.3M 3.21%
61,488
+102
3
$12.3M 2.75%
530,462
+5,353
4
$11.6M 2.6%
481,111
+6,796
5
$11M 2.47%
441,720
-2,302
6
$9.91M 2.22%
60,650
-725
7
$9.56M 2.14%
392,711
+2,546
8
$9.17M 2.06%
34,575
+93
9
$8.96M 2.01%
389,632
+11,079
10
$8.25M 1.85%
584,502
+16,206
11
$7.56M 1.69%
55,911
-1,111
12
$7.54M 1.69%
23,308
-1,040
13
$6.93M 1.55%
54,871
-1,503
14
$6.81M 1.53%
60,302
-811
15
$6.72M 1.51%
24,345
-1,661
16
$6.51M 1.46%
294,129
-3,585
17
$6.01M 1.35%
135,108
-4,624
18
$5.96M 1.34%
250,804
19
$5.56M 1.25%
41,449
-374
20
$5.3M 1.19%
78,012
-2,007
21
$5M 1.12%
21,662
-265
22
$4.96M 1.11%
88,589
-1,970
23
$4.84M 1.09%
46,357
-2,789
24
$4.75M 1.07%
15,470
-403
25
$4.7M 1.05%
48,876
-224
1
2 3 4 5