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
$336M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$960K
3
+$932K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$891K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$855K

Top Sells

1
+$2.99M
2
+$1.88M
3
+$1.56M
4
PM icon
Philip Morris
PM
+$1.2M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$734K

Sector Composition

1 Healthcare 12.3%
2 Consumer Staples 11.88%
3 Technology 9.74%
4 Industrials 7.87%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.1%
98,563
+6,578
27
$3.6M 1.07%
18,601
-326
28
$3.59M 1.07%
30,049
+5,397
29
$3.53M 1.05%
29,777
-108
30
$3.37M 1%
38,840
-1,680
31
$3.36M 1%
18,405
-1,332
32
$3.31M 0.99%
43,682
+12,673
33
$3.3M 0.98%
54,160
-2,120
34
$3.23M 0.96%
250,889
+33,672
35
$3.19M 0.95%
22,979
-732
36
$3M 0.89%
18,801
-587
37
$2.91M 0.87%
43,529
-762
38
$2.86M 0.85%
17,513
-1,143
39
$2.79M 0.83%
12,934
+945
40
$2.59M 0.77%
219,216
+72,306
41
$2.57M 0.77%
22,975
-836
42
$2.56M 0.76%
101,068
+7,572
43
$2.52M 0.75%
63,675
-657
44
$2.41M 0.72%
25,706
-389
45
$2.39M 0.71%
21,442
-3,679
46
$2.17M 0.65%
41,408
-17
47
$2.12M 0.63%
115,812
+6,954
48
$2.11M 0.63%
19,180
-311
49
$2.08M 0.62%
50,972
-15,728
50
$2.06M 0.61%
37,338
-1,816
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