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
51
$2.34M 0.55%
19,552
+548
52
$2.31M 0.54%
22,420
+100
53
$2.3M 0.54%
11,417
54
$2.25M 0.52%
10,344
+133
55
$2.18M 0.51%
17,141
+1,245
56
$2.11M 0.49%
18,170
+408
57
$2.09M 0.49%
15,731
+2,332
58
$2.06M 0.48%
40,207
-515
59
$2.02M 0.47%
39,515
-400
60
$1.95M 0.45%
35,958
+6,464
61
$1.93M 0.45%
9,134
+712
62
$1.9M 0.44%
21,386
-1,708
63
$1.85M 0.43%
9,840
-5
64
$1.8M 0.42%
22,757
-95
65
$1.79M 0.42%
8,063
-27
66
$1.76M 0.41%
25,481
-8,554
67
$1.76M 0.41%
7,680
-209
68
$1.75M 0.41%
37,750
+280
69
$1.73M 0.4%
9,177
+268
70
$1.73M 0.4%
6,713
-12
71
$1.71M 0.4%
32,999
-731
72
$1.69M 0.39%
19,907
-169
73
$1.62M 0.38%
17,991
-992
74
$1.62M 0.38%
25,649
-360
75
$1.59M 0.37%
13,480
-377
1 2
3
4 5