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
26
$4.96M 1.04%
44,018
-601
27
$4.94M 1.04%
196,107
+10,515
28
$4.87M 1.02%
100,285
-173
29
$4.76M 1%
17,553
-1,610
30
$4.68M 0.98%
40,563
+17,575
31
$4.62M 0.97%
13,389
+1,248
32
$4.5M 0.95%
114,891
-6,075
33
$4.45M 0.93%
12,551
-1,998
34
$4.4M 0.93%
48,582
-952
35
$4.36M 0.92%
29,418
+1,931
36
$4.15M 0.87%
14,934
-792
37
$4.13M 0.87%
30,871
-1,457
38
$3.94M 0.83%
10,020
+664
39
$3.93M 0.83%
99,976
+4,123
40
$3.67M 0.77%
26,698
+694
41
$3.58M 0.75%
46,028
-5,558
42
$3.29M 0.69%
315,129
+5,505
43
$3.23M 0.68%
30,883
-1,557
44
$3.12M 0.66%
16,587
+2,509
45
$2.94M 0.62%
62,616
-2,922
46
$2.81M 0.59%
113,223
-147,349
47
$2.75M 0.58%
14,360
-430
48
$2.74M 0.58%
22,440
+20
49
$2.67M 0.56%
15,161
+142
50
$2.5M 0.53%
40,993
+5
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