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
101
$961K 0.22%
28,692
-507
102
$959K 0.22%
4,340
+124
103
$958K 0.22%
9,773
-481
104
$949K 0.22%
5,709
-3,229
105
$947K 0.22%
3,527
-13
106
$939K 0.22%
13,036
+535
107
$939K 0.22%
8,490
+10
108
$915K 0.21%
1,933
-23
109
$889K 0.21%
10,543
+97
110
$887K 0.21%
4,899
-8
111
$838K 0.2%
1,606
+21
112
$833K 0.19%
14,000
-320
113
$816K 0.19%
30,943
+1,650
114
$814K 0.19%
2,202
-116
115
$810K 0.19%
13,354
-99
116
$808K 0.19%
28,030
-1,518
117
$803K 0.19%
3,297
+195
118
$787K 0.18%
3,518
+493
119
$786K 0.18%
3,712
+527
120
$780K 0.18%
12,952
+350
121
$776K 0.18%
5,836
+495
122
$750K 0.17%
4,828
+91
123
$740K 0.17%
3,737
-173
124
$737K 0.17%
7,288
-1,154
125
$734K 0.17%
4,661
+647
3 4
5
6 7