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
1
$15.3M 3.57%
125,359
-3,424
2
$13.7M 3.2%
58,205
-209
3
$10.5M 2.46%
64,188
-427
4
$9.52M 2.22%
364,077
+17,868
5
$9.5M 2.21%
64,598
+41
6
$8.81M 2.05%
328,361
-8,469
7
$8.35M 1.94%
27,360
-602
8
$8.12M 1.89%
318,894
+19,228
9
$7.92M 1.85%
51,220
+560
10
$7.77M 1.81%
485,346
+43,062
11
$7.72M 1.8%
56,978
+80
12
$7.34M 1.71%
278,286
+18,413
13
$7.2M 1.68%
47,319
+2,969
14
$7.13M 1.66%
122,536
-2,522
15
$6.47M 1.51%
260,572
-26,893
16
$5.93M 1.38%
92,655
-4,319
17
$5.68M 1.32%
107,825
-1,277
18
$5.67M 1.32%
15,817
-103
19
$5.27M 1.23%
23,500
-300
20
$5.2M 1.21%
83,624
-1,748
21
$5.09M 1.18%
20,441
-217
22
$5.07M 1.18%
49,000
-640
23
$4.83M 1.12%
44,619
-89
24
$4.66M 1.08%
19,163
-886
25
$4.64M 1.08%
14,549
-2,931
1
2 3 4 5