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
176
$493K 0.1%
4,264
-12
177
$487K 0.1%
2,214
-32
178
$484K 0.1%
827
-13
179
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2,402
+1,096
180
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3,372
-147
181
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182
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1,221
-5
183
$462K 0.1%
17,076
-111
184
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+1,930
185
$457K 0.1%
5,616
186
$444K 0.09%
6,635
+1,027
187
$435K 0.09%
+2,909
188
$434K 0.09%
7,258
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189
$425K 0.09%
6,076
+2,887
190
$422K 0.09%
7,596
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191
$421K 0.09%
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192
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10,520
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193
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10,338
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194
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1,130
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195
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931
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196
$408K 0.09%
4,934
197
$403K 0.08%
1,654
+179
198
$396K 0.08%
2,419
+27
199
$387K 0.08%
6,640
+28
200
$383K 0.08%
7,270
-22
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9 10