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
76
$1.57M 0.37%
9,751
-165
77
$1.55M 0.36%
4,157
+213
78
$1.54M 0.36%
5,243
-2
79
$1.54M 0.36%
46,098
+2
80
$1.54M 0.36%
15,968
-814
81
$1.53M 0.36%
3,359
-2
82
$1.53M 0.36%
114,680
+3,680
83
$1.52M 0.35%
27,231
-2,811
84
$1.45M 0.34%
37,342
+417
85
$1.45M 0.34%
10,263
-93
86
$1.42M 0.33%
61,905
-2,534
87
$1.36M 0.32%
11,557
-1,273
88
$1.26M 0.29%
7,199
+69
89
$1.22M 0.28%
17,330
+37
90
$1.21M 0.28%
4,298
+437
91
$1.2M 0.28%
6,328
+6
92
$1.18M 0.27%
23,700
+341
93
$1.13M 0.26%
68,129
+4,117
94
$1.09M 0.25%
5,355
-238
95
$1.08M 0.25%
13,952
-313
96
$1.06M 0.25%
5,136
-9
97
$1.05M 0.24%
4,710
-618
98
$1.05M 0.24%
33,453
99
$1.01M 0.23%
6,638
+291
100
$984K 0.23%
4,278
+369
2 3
4
5 6