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SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.86%
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
+$675K
3
+$502K
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$490K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$488K

Top Sells

1
+$1.44M
2
+$937K
3
+$669K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$578K
5
MMTM icon
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$530K

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%
8,597
-829
231
$278K 0.06%
2,897
-22
232
$269K 0.06%
1,561
-34
233
$267K 0.06%
1,585
-85
234
$266K 0.06%
2,297
-173
235
$262K 0.06%
1,739
+32
236
$261K 0.06%
4,715
+46
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
+320
243
$242K 0.06%
1,705
244
$240K 0.06%
2,223
245
$234K 0.05%
735
+29
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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