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
126
$803K 0.17%
8,822
-19,554
127
$793K 0.17%
2,005
+168
128
$790K 0.17%
28,243
+213
129
$780K 0.16%
2,544
130
$770K 0.16%
5,496
-94
131
$762K 0.16%
6,047
+2,168
132
$758K 0.16%
4,853
+25
133
$757K 0.16%
12,676
-276
134
$743K 0.16%
1,728
+2
135
$741K 0.16%
9,902
-3,134
136
$725K 0.15%
1,994
-20
137
$721K 0.15%
98,151
138
$715K 0.15%
2,522
+498
139
$713K 0.15%
22,214
-1
140
$709K 0.15%
19,055
+10,915
141
$686K 0.14%
4,151
-393
142
$679K 0.14%
1,585
+156
143
$659K 0.14%
5,832
+269
144
$655K 0.14%
1,336
-18
145
$652K 0.14%
2,187
+145
146
$634K 0.13%
5,436
+940
147
$633K 0.13%
5,393
148
$626K 0.13%
7,290
-1
149
$625K 0.13%
10,687
-517
150
$615K 0.13%
4,342
-777
4 5
6
7 8