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
1
$54M 5.96%
280,535
+150,947
2
$31.8M 3.51%
84,510
+23,022
3
$21.5M 2.37%
898,634
+368,172
4
$20.8M 2.29%
839,573
+358,462
5
$20.1M 2.22%
806,498
+413,787
6
$18.5M 2.04%
982,140
+397,638
7
$17.9M 1.97%
746,143
+356,511
8
$16.5M 1.83%
651,972
+357,843
9
$15.8M 1.75%
27,143
+3,835
10
$15.4M 1.7%
90,592
+34,681
11
$15.4M 1.7%
+612,963
12
$13.9M 1.54%
31,879
+17,615
13
$13M 1.44%
89,038
+34,167
14
$12.5M 1.38%
79,960
+19,310
15
$12.2M 1.35%
80,563
+20,261
16
$12M 1.32%
24,799
+9,329
17
$11.8M 1.3%
33,981
+9,636
18
$11.3M 1.25%
27,572
+13,090
19
$11M 1.22%
204,661
+69,553
20
$10.7M 1.18%
62,951
+16,594
21
$10.2M 1.13%
206,420
+41,080
22
$9.17M 1.01%
36,910
+2,335
23
$9.06M 1%
64,265
+15,389
24
$8.94M 0.99%
165,246
+69,436
25
$8.78M 0.97%
56,657
+15,208
1
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