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
26
$4.57M 1.06%
24,471
-1,124
27
$4.51M 1.05%
185,592
-10,062
28
$4.5M 1.05%
32,328
-1,123
29
$4.45M 1.04%
100,458
-1,116
30
$4.38M 1.02%
120,966
+295
31
$4.27M 0.99%
49,534
-1,242
32
$4.02M 0.94%
15,726
+53
33
$4.01M 0.93%
12,141
+1,017
34
$3.89M 0.91%
27,487
-457
35
$3.79M 0.88%
51,586
-2,704
36
$3.68M 0.86%
95,853
-1,626
37
$3.42M 0.8%
26,004
-203
38
$3.41M 0.79%
9,356
-83
39
$3.4M 0.79%
32,440
-330
40
$3.12M 0.73%
60,773
+30,744
41
$3.06M 0.71%
309,624
+7,382
42
$3M 0.7%
62,119
-264
43
$2.97M 0.69%
65,538
+1,698
44
$2.77M 0.65%
15,019
-103
45
$2.62M 0.61%
22,988
+1,331
46
$2.56M 0.6%
14,078
-17
47
$2.51M 0.59%
40,988
+5
48
$2.5M 0.58%
28,376
+2,464
49
$2.43M 0.57%
14,790
+17
50
$2.37M 0.55%
31,398
+786
1
2
3 4 5