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
251
$218K 0.05%
+3,189
252
$216K 0.05%
16,580
-4,000
253
$214K 0.05%
+875
254
$211K 0.05%
+150
255
$211K 0.05%
+3,165
256
$208K 0.05%
+3,621
257
$206K 0.05%
8,027
258
$205K 0.05%
1,400
259
$204K 0.05%
+4,696
260
$203K 0.05%
+2,832
261
$201K 0.05%
+571
262
$198K 0.05%
16,189
+2,993
263
$185K 0.04%
12,466
+33
264
$158K 0.04%
10,524
-1,276
265
$95K 0.02%
12,339
+1,000
266
$77K 0.02%
15,000
267
$76K 0.02%
+10,850
268
– –
-3,333
269
– –
-14,856
270
– –
-579
271
– –
-1,228
272
– –
-7,099
273
– –
-1,909
7 8 9 10
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