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
151
$439K 0.13%
7,938
-6,567
152
$436K 0.13%
1,631
-129
153
$434K 0.13%
4,373
-484
154
$428K 0.13%
3,078
-158
155
$425K 0.13%
5,035
-247
156
$415K 0.12%
6,905
-58
157
$412K 0.12%
5,602
-868
158
$411K 0.12%
7,704
-1,815
159
$406K 0.12%
3,258
+10
160
$392K 0.12%
2,420
-133
161
$390K 0.12%
46,153
-4,603
162
$379K 0.11%
11,680
163
$377K 0.11%
1,527
-2,280
164
$374K 0.11%
+14,441
165
$369K 0.11%
5,168
-221
166
$364K 0.11%
4,010
-325
167
$361K 0.11%
6,140
+150
168
$356K 0.11%
2,123
169
$347K 0.1%
4,463
+113
170
$346K 0.1%
13,045
171
$345K 0.1%
2,905
-63
172
$342K 0.1%
3,841
+5
173
$341K 0.1%
1,148
174
$340K 0.1%
5,974
-47
175
$339K 0.1%
24,900
+3,000
5 6
7
8 9