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
76
$1.36M 0.41%
8,694
-587
77
$1.35M 0.4%
10,492
-783
78
$1.31M 0.39%
10,096
-31
79
$1.25M 0.37%
9,675
-164
80
$1.18M 0.35%
3,013
-272
81
$1.17M 0.35%
40,118
-2,342
82
$1.17M 0.35%
23,061
-2,504
83
$1.16M 0.35%
31,572
+500
84
$1.16M 0.35%
18,960
-380
85
$1.15M 0.34%
3,950
-78
86
$1.15M 0.34%
34,223
-9,145
87
$1.13M 0.34%
6,564
+167
88
$1.11M 0.33%
18,593
-570
89
$1.05M 0.31%
17,526
-2,452
90
$1.05M 0.31%
19,053
-858
91
$1.04M 0.31%
5,526
+1,089
92
$974K 0.29%
5,472
-75
93
$937K 0.28%
10,712
-466
94
$937K 0.28%
23,263
-677
95
$924K 0.28%
8,504
-116
96
$910K 0.27%
10,999
-272
97
$903K 0.27%
43,790
+4,130
98
$880K 0.26%
5,654
+2,086
99
$875K 0.26%
6,245
-980
100
$793K 0.24%
15,896
-1,968
2 3
4
5 6