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
$336M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$960K
3
+$932K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$891K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$855K

Top Sells

1
+$2.99M
2
+$1.88M
3
+$1.56M
4
PM icon
Philip Morris
PM
+$1.2M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$734K

Sector Composition

1 Healthcare 12.3%
2 Consumer Staples 11.88%
3 Technology 9.74%
4 Industrials 7.87%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.07%
24,935
-5,182
227
$227K 0.07%
3,784
-48
228
$222K 0.07%
6,215
-57
229
$220K 0.07%
203
-19
230
$212K 0.06%
+2,857
231
$212K 0.06%
4,569
-1,524
232
$210K 0.06%
1,091
-51
233
$206K 0.06%
5,019
234
$205K 0.06%
1,350
-148
235
$205K 0.06%
+770
236
$205K 0.06%
2,649
237
$176K 0.05%
12,276
+30
238
$83K 0.02%
15,000
239
– –
-7,640
240
– –
-1,586
241
– –
-1,564
242
– –
-7,710
243
– –
-7,333
244
– –
-4,560
245
– –
-5,610
246
– –
-4,156
247
– –
-14,614
248
– –
-1,000
249
– –
-1,317
250
– –
-7,462
7 8 9
10
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