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
101
$1.17M 0.25%
4,899
102
$1.15M 0.24%
5,171
+35
103
$1.14M 0.24%
13,362
-590
104
$1.12M 0.23%
5,252
-103
105
$1.12M 0.23%
+9,861
106
$1.1M 0.23%
4,795
+455
107
$1.09M 0.23%
1,953
+20
108
$1.07M 0.23%
3,726
-572
109
$1.06M 0.22%
4,426
+148
110
$1.05M 0.22%
9,773
111
$1.05M 0.22%
16,110
+2,110
112
$1.03M 0.22%
6,695
+859
113
$1.02M 0.21%
9,749
+2,461
114
$1.02M 0.21%
4,167
+455
115
$957K 0.2%
27,893
-799
116
$936K 0.2%
3,526
-1
117
$936K 0.2%
6,340
+2,356
118
$919K 0.19%
3,540
+243
119
$895K 0.19%
4,800
+139
120
$886K 0.19%
3,665
-72
121
$865K 0.18%
2,966
+709
122
$852K 0.18%
9,900
-12,857
123
$850K 0.18%
13,402
+48
124
$827K 0.17%
10,269
-274
125
$818K 0.17%
1,549
-57
3 4
5
6 7