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
$429M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$689K
3
+$534K
4
TTE icon
TotalEnergies
TTE
+$513K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$490K

Top Sells

1
+$1.44M
2
+$935K
3
+$668K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$592K
5
MMTM icon
SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$537K

Sector Composition

1 Technology 13.18%
2 Healthcare 12.07%
3 Consumer Staples 8.9%
4 Financials 7.06%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$288K 0.07%
8,140
+140
227
$288K 0.07%
3,598
-20
228
$284K 0.07%
6,215
229
$281K 0.07%
1,306
+160
230
$278K 0.06%
3,597
-347
231
$278K 0.06%
2,897
-22
232
$269K 0.06%
1,561
-34
233
$267K 0.06%
1,585
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234
$266K 0.06%
2,297
-173
235
$262K 0.06%
1,739
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236
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4,715
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237
$257K 0.06%
9,935
+160
238
$251K 0.06%
1,420
-680
239
$250K 0.06%
3,436
+2
240
$247K 0.06%
+9,102
241
$246K 0.06%
45,173
242
$244K 0.06%
3,730
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243
$242K 0.06%
1,705
244
$240K 0.06%
2,223
245
$234K 0.05%
735
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246
$227K 0.05%
10,750
247
$226K 0.05%
886
-292
248
$225K 0.05%
+2,569
249
$224K 0.05%
1,461
250
$221K 0.05%
8,389
7 8 9
10
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