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
176
$422K 0.1%
7,244
-17
177
$413K 0.1%
5,262
-53
178
$407K 0.09%
4,934
-85
179
$406K 0.09%
1,141
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180
$400K 0.09%
2,354
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181
$399K 0.09%
840
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182
$393K 0.09%
4,594
-296
183
$392K 0.09%
4,319
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184
$388K 0.09%
1,638
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185
$384K 0.09%
4,876
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186
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187
$361K 0.08%
7,292
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188
$360K 0.08%
2,392
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189
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2,370
190
$354K 0.08%
6,482
191
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193
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17,401
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194
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195
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196
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8,871
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197
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198
$344K 0.08%
5,530
-157
199
$343K 0.08%
917
200
$343K 0.08%
4,525
-175
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