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
201
$337K 0.08%
+12,500
202
$335K 0.08%
+12,500
203
$335K 0.08%
1,475
-43
204
$334K 0.08%
1,383
+205
205
$328K 0.08%
1,193
206
$324K 0.08%
6,612
+603
207
$323K 0.08%
1,073
208
$322K 0.08%
4,707
+423
209
$321K 0.07%
22,507
+31
210
$315K 0.07%
18,185
211
$311K 0.07%
7,357
-880
212
$309K 0.07%
1,357
-2
213
$308K 0.07%
20,965
-1,135
214
$308K 0.07%
4,768
+1,149
215
$306K 0.07%
4,035
-353
216
$306K 0.07%
8,000
217
$304K 0.07%
2,200
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218
$302K 0.07%
3,282
-211
219
$302K 0.07%
3,229
-284
220
$300K 0.07%
9,225
221
$297K 0.07%
2,750
222
$296K 0.07%
3,374
+134
223
$293K 0.07%
4,492
-16
224
$292K 0.07%
3,887
-26
225
$291K 0.07%
+3,264
7 8
9
10 11