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
201
$380K 0.08%
4,883
+7
202
$379K 0.08%
3,970
+596
203
$376K 0.08%
+5,951
204
$375K 0.08%
5,452
+684
205
$371K 0.08%
7,633
+276
206
$369K 0.08%
13,668
+1,168
207
$364K 0.08%
1,167
+94
208
$358K 0.08%
4,534
+9
209
$356K 0.07%
13,045
210
$356K 0.07%
7,858
-1,013
211
$355K 0.07%
6,482
212
$354K 0.07%
3,877
-717
213
$352K 0.07%
+3,575
214
$346K 0.07%
1,193
215
$342K 0.07%
4,177
-530
216
$340K 0.07%
16,493
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217
$340K 0.07%
18,185
218
$339K 0.07%
12,500
219
$337K 0.07%
+2,060
220
$335K 0.07%
22,538
+31
221
$334K 0.07%
1,405
-233
222
$328K 0.07%
2,213
+13
223
$327K 0.07%
1,381
-2
224
$327K 0.07%
10,215
+1,113
225
$323K 0.07%
3,867
-20
7 8
9
10 11