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
126
$585K 0.17%
22,968
+10,640
127
$582K 0.17%
10,523
-1,101
128
$572K 0.17%
1,915
129
$559K 0.17%
4,195
-433
130
$551K 0.16%
6,214
+582
131
$548K 0.16%
3,045
-60
132
$543K 0.16%
3,502
+1
133
$541K 0.16%
27,402
+1,525
134
$541K 0.16%
14,243
+1,288
135
$540K 0.16%
5,048
-459
136
$520K 0.16%
3,438
-123
137
$511K 0.15%
5,393
138
$509K 0.15%
3,664
+1,184
139
$503K 0.15%
7,707
-600
140
$501K 0.15%
2,997
+196
141
$494K 0.15%
4,146
142
$472K 0.14%
10,000
-826
143
$469K 0.14%
5,398
-864
144
$468K 0.14%
3,702
-1,756
145
$468K 0.14%
5,893
-129
146
$461K 0.14%
3,100
+13
147
$455K 0.14%
17,750
-465
148
$453K 0.14%
10,186
-6,776
149
$444K 0.13%
2,293
+578
150
$443K 0.13%
2,049
+209
4 5
6
7 8