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
51
$2.5M 0.52%
17,809
+668
52
$2.46M 0.52%
17,186
+1,455
53
$2.4M 0.51%
32,824
+1,426
54
$2.32M 0.49%
45,290
-15,483
55
$2.29M 0.48%
28,873
+21,773
56
$2.23M 0.47%
19,247
-305
57
$2.13M 0.45%
11,377
-40
58
$2.13M 0.45%
18,170
59
$2.12M 0.45%
39,515
60
$2.08M 0.44%
36,525
+567
61
$2.06M 0.43%
20,811
-575
62
$1.96M 0.41%
9,841
+1
63
$1.94M 0.41%
96,840
-17,840
64
$1.94M 0.41%
8,823
-1,521
65
$1.88M 0.4%
6,570
-143
66
$1.84M 0.39%
7,462
-218
67
$1.83M 0.38%
5,265
+22
68
$1.81M 0.38%
53,523
+20,070
69
$1.8M 0.38%
8,063
70
$1.8M 0.38%
37,700
-2,507
71
$1.74M 0.37%
7,448
-1,686
72
$1.71M 0.36%
35,910
-1,840
73
$1.71M 0.36%
25,638
-11
74
$1.71M 0.36%
13,785
+305
75
$1.69M 0.36%
17,591
-400
1 2
3
4 5