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
101
$776K 0.23%
4,629
+3,013
102
$775K 0.23%
6,550
+640
103
$769K 0.23%
10,085
-225
104
$764K 0.23%
27,660
-230
105
$761K 0.23%
11,660
+3,838
106
$755K 0.23%
12,955
-1,575
107
$749K 0.22%
23,798
-1,050
108
$747K 0.22%
6,596
-354
109
$742K 0.22%
3,413
-169
110
$733K 0.22%
11,813
-2,303
111
$729K 0.22%
9,985
-534
112
$723K 0.22%
19,587
-1,488
113
$705K 0.21%
3,179
+33
114
$705K 0.21%
5,009
-204
115
$700K 0.21%
98,184
116
$681K 0.2%
1,816
-7
117
$679K 0.2%
4,124
-170
118
$675K 0.2%
5,873
+106
119
$671K 0.2%
5,171
-86
120
$660K 0.2%
3,366
+77
121
$648K 0.19%
13,937
-15,795
122
$635K 0.19%
12,595
-1,339
123
$611K 0.18%
26,481
+690
124
$609K 0.18%
2,194
-33
125
$589K 0.18%
7,262
-907
3 4
5
6 7