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
276
$205K 0.04%
+1,801
277
$201K 0.04%
+579
278
$201K 0.04%
+719
279
$201K 0.04%
+7,054
280
$196K 0.04%
12,498
+32
281
$192K 0.04%
12,897
-3,292
282
$162K 0.03%
10,524
283
$127K 0.03%
11,971
-368
284
$79K 0.02%
15,000
285
– –
-886
286
– –
-10,850
287
– –
-4,696
288
– –
-5,709
289
– –
-2,569
290
– –
-875
291
– –
-4,319
292
– –
-1,739
293
– –
-10,750
294
– –
-1,420
8 9 10 11
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