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
151
$529K 0.12%
3,984
+1,350
152
$525K 0.12%
7,100
153
$522K 0.12%
8,911
-456
154
$519K 0.12%
1,354
+4
155
$514K 0.12%
681
+41
156
$513K 0.12%
4,496
+245
157
$513K 0.12%
+11,014
158
$512K 0.12%
9,842
+297
159
$503K 0.12%
5,266
+2,334
160
$495K 0.12%
2,246
+181
161
$494K 0.12%
4,338
+36
162
$491K 0.11%
4,276
-775
163
$487K 0.11%
+2,276
164
$474K 0.11%
1,982
-139
165
$470K 0.11%
3,519
+66
166
$467K 0.11%
2,108
167
$459K 0.11%
17,187
168
$454K 0.11%
1,082
+119
169
$453K 0.11%
3,879
+1,417
170
$447K 0.1%
3,780
-100
171
$443K 0.1%
5,616
-125
172
$440K 0.1%
1,226
-11
173
$440K 0.1%
1,475
174
$435K 0.1%
640
+148
175
$432K 0.1%
7,109
-248
5 6
7
8 9