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
1
$17.3M 3.64%
126,471
+1,112
2
$15.8M 3.32%
58,264
+59
3
$10.5M 2.2%
63,594
-594
4
$10.3M 2.17%
395,227
+31,150
5
$9.89M 2.08%
63,925
-673
6
$9.87M 2.08%
365,821
+37,460
7
$9.1M 1.91%
525,048
+39,702
8
$9.05M 1.9%
52,600
+1,380
9
$8.94M 1.88%
351,762
+32,868
10
$8.15M 1.71%
309,066
+30,780
11
$8.06M 1.7%
25,289
-2,071
12
$7.86M 1.65%
295,476
+264,533
13
$7.62M 1.6%
33,645
+28,935
14
$7.48M 1.57%
55,432
-1,546
15
$6.9M 1.45%
44,348
-2,971
16
$6.48M 1.36%
128,708
+66,589
17
$6.47M 1.36%
115,516
-7,020
18
$6.28M 1.32%
15,759
-58
19
$5.85M 1.23%
46,680
-2,320
20
$5.78M 1.22%
25,196
+725
21
$5.3M 1.11%
22,932
-568
22
$5.14M 1.08%
95,055
-12,770
23
$5.12M 1.08%
21,000
+559
24
$5.08M 1.07%
90,560
-2,095
25
$5.04M 1.06%
83,341
-283
1
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