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
1
$9.3M 2.77%
71,901
-2,586
2
$8.71M 2.6%
70,070
-12,513
3
$7.88M 2.35%
130,514
-2,327
4
$7.8M 2.32%
139,232
-9,052
5
$6.55M 1.95%
28,241
-26
6
$6.48M 1.93%
253,203
+20,654
7
$6.43M 1.92%
46,249
-1,825
8
$6.29M 1.87%
115,531
-54,874
9
$5.91M 1.76%
57,927
+562
10
$5.73M 1.71%
26,696
-899
11
$5.33M 1.59%
45,296
-1,407
12
$5.08M 1.52%
98,678
-5,365
13
$4.96M 1.48%
34,902
-1,038
14
$4.92M 1.47%
79,729
-3,515
15
$4.8M 1.43%
189,406
+24,911
16
$4.43M 1.32%
117,499
+24,716
17
$4.43M 1.32%
177,136
+19,409
18
$4.41M 1.31%
54,879
+277
19
$4.39M 1.31%
128,693
-7,915
20
$4.24M 1.26%
164,944
+18,287
21
$4.11M 1.22%
58,196
-5,136
22
$4.01M 1.2%
29,250
-161
23
$3.92M 1.17%
137,311
-5,142
24
$3.86M 1.15%
14,338
+729
25
$3.75M 1.12%
18,023
-574
1
2 3 4 5