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
151
$612K 0.13%
3,511
+1
152
$609K 0.13%
6,311
+503
153
$602K 0.13%
3,637
154
$593K 0.12%
2,500
+392
155
$587K 0.12%
11,165
-319
156
$584K 0.12%
+5,083
157
$551K 0.12%
630
-51
158
$548K 0.12%
2,028
+46
159
$548K 0.12%
2,516
-619
160
$547K 0.12%
2,410
-202
161
$547K 0.12%
+1,913
162
$541K 0.11%
4,149
-189
163
$540K 0.11%
2,397
+121
164
$534K 0.11%
1,475
165
$527K 0.11%
4,437
-706
166
$520K 0.11%
5,620
+2,356
167
$512K 0.11%
8,204
-707
168
$506K 0.11%
631
-9
169
$505K 0.11%
+9,121
170
$505K 0.11%
5,140
-126
171
$500K 0.11%
9,206
-636
172
$498K 0.1%
7,382
-2,639
173
$498K 0.1%
2,395
+41
174
$494K 0.1%
5,263
+1
175
$494K 0.1%
4,111
+331
5 6
7
8 9