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
126
$727K 0.17%
3,135
+31
127
$721K 0.17%
5,590
-1,687
128
$720K 0.17%
5,119
+1,330
129
$714K 0.17%
22,215
+303
130
$697K 0.16%
5,393
131
$694K 0.16%
98,151
132
$687K 0.16%
1,726
133
$663K 0.15%
10,021
+1,699
134
$652K 0.15%
2,014
-64
135
$648K 0.15%
1,837
+154
136
$643K 0.15%
4,544
-194
137
$630K 0.15%
11,484
+2
138
$627K 0.15%
2,544
-243
139
$626K 0.15%
11,204
-372
140
$618K 0.14%
7,291
-100
141
$604K 0.14%
5,563
-143
142
$592K 0.14%
2,612
-339
143
$582K 0.14%
3,637
+720
144
$580K 0.14%
2,042
+505
145
$574K 0.13%
5,143
+841
146
$566K 0.13%
1,429
+122
147
$555K 0.13%
3,510
+1
148
$551K 0.13%
5,808
-103
149
$548K 0.13%
2,257
+28
150
$534K 0.12%
+2,024
4 5
6
7 8