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
176
$338K 0.1%
757
-37
177
$336K 0.1%
3,574
+150
178
$334K 0.1%
5,530
-859
179
$334K 0.1%
18,185
180
$329K 0.1%
5,937
-325
181
$323K 0.1%
74,240
-1,280
182
$318K 0.09%
13,780
-20
183
$318K 0.09%
1,536
-114
184
$315K 0.09%
2,080
-40
185
$310K 0.09%
5,812
-941
186
$308K 0.09%
1,206
+26
187
$307K 0.09%
2,563
-333
188
$306K 0.09%
22,535
+28
189
$303K 0.09%
6,927
-2,877
190
$302K 0.09%
1,475
191
$297K 0.09%
1,235
+60
192
$296K 0.09%
2,380
193
$295K 0.09%
3,640
194
$293K 0.09%
2,750
195
$293K 0.09%
13,550
196
$288K 0.09%
1,910
-669
197
$281K 0.08%
8,014
198
$280K 0.08%
2,812
-242
199
$279K 0.08%
2,936
-115
200
$276K 0.08%
1,017
-5
6 7
8
9 10