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
51
$2.03M 0.61%
11,320
-208
52
$2.03M 0.61%
15,594
-135
53
$2.03M 0.6%
23,590
-1,413
54
$2.02M 0.6%
26,551
-15,864
55
$1.98M 0.59%
30,807
+13,899
56
$1.96M 0.58%
5,154
-524
57
$1.9M 0.57%
38,507
-1,691
58
$1.9M 0.57%
11,236
-1,003
59
$1.9M 0.56%
+11,920
60
$1.87M 0.56%
32,068
-1,616
61
$1.86M 0.55%
13,524
-84
62
$1.73M 0.51%
10,695
-167
63
$1.67M 0.5%
49,920
-6,073
64
$1.67M 0.5%
6,120
+479
65
$1.64M 0.49%
7,756
-399
66
$1.62M 0.48%
16,923
-415
67
$1.58M 0.47%
13,862
+1,000
68
$1.5M 0.45%
17,967
-897
69
$1.5M 0.45%
24,482
-221
70
$1.49M 0.45%
57,699
+12,522
71
$1.48M 0.44%
8,912
-1,271
72
$1.48M 0.44%
46,067
+3
73
$1.44M 0.43%
32,391
-2,361
74
$1.44M 0.43%
31,875
+314
75
$1.37M 0.41%
19,102
+7,193
1 2
3
4 5