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
76
$1.69M 0.36%
31,901
-1,098
77
$1.64M 0.34%
9,881
+130
78
$1.63M 0.34%
3,235
-124
79
$1.62M 0.34%
19,157
-750
80
$1.61M 0.34%
10,680
+417
81
$1.6M 0.34%
16,221
+253
82
$1.57M 0.33%
24,818
-2,413
83
$1.53M 0.32%
3,830
-327
84
$1.53M 0.32%
7,969
-1,208
85
$1.53M 0.32%
4,032
+1,830
86
$1.52M 0.32%
46,098
87
$1.52M 0.32%
36,965
-377
88
$1.41M 0.3%
11,522
-35
89
$1.39M 0.29%
63,981
+2,076
90
$1.37M 0.29%
7,174
-25
91
$1.36M 0.29%
17,419
+89
92
$1.33M 0.28%
22,275
-1,425
93
$1.31M 0.28%
17,829
-7,652
94
$1.3M 0.27%
71,552
+3,423
95
$1.27M 0.27%
8,024
+1,386
96
$1.25M 0.26%
8,560
+70
97
$1.24M 0.26%
+7,127
98
$1.23M 0.26%
5,089
+1,571
99
$1.23M 0.26%
6,340
+12
100
$1.19M 0.25%
+3,783
2 3
4
5 6