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
$476M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$6.56M
3
+$3.35M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.03M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.73M

Top Sells

1
+$3.65M
2
+$1.78M
3
+$1.11M
4
MMTM icon
SPDR S&P 1500 Momentum Tilt ETF
MMTM
+$949K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$794K

Sector Composition

1 Technology 13.2%
2 Healthcare 11.52%
3 Consumer Staples 8.02%
4 Consumer Discretionary 7.57%
5 Financials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$252K 0.05%
9,587
+1,198
252
$250K 0.05%
+1,720
253
$249K 0.05%
1,705
254
$246K 0.05%
+3,032
255
$243K 0.05%
3,438
+2
256
$239K 0.05%
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+20
257
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3,569
-161
258
$238K 0.05%
581
+10
259
$236K 0.05%
1,461
260
$236K 0.05%
44,936
-237
261
$232K 0.05%
16,580
262
$231K 0.05%
2,782
-50
263
$229K 0.05%
+6,907
264
$224K 0.05%
150
265
$224K 0.05%
+7,184
266
$222K 0.05%
+2,144
267
$222K 0.05%
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268
$216K 0.05%
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269
$215K 0.05%
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270
$212K 0.04%
3,576
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271
$211K 0.04%
+5,683
272
$209K 0.04%
3,165
273
$206K 0.04%
+1,329
274
$206K 0.04%
8,027
275
$205K 0.04%
+402
8 9 10
11
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