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
$338M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.05M
3
+$8.68M
4
VZ icon
Verizon
VZ
+$7.59M
5
AAPL icon
Apple
AAPL
+$7.34M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.4%
2 Healthcare 12.87%
3 Technology 9.59%
4 Industrials 8.4%
5 Financials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$231K 0.07%
+5,080
227
$229K 0.07%
+1,142
228
$229K 0.07%
+8,821
229
$223K 0.07%
+7,710
230
$222K 0.07%
+4,156
231
$220K 0.07%
+6,272
232
$218K 0.06%
+4,560
233
$214K 0.06%
+8,000
234
$212K 0.06%
+2,649
235
$209K 0.06%
+7,462
236
$207K 0.06%
+1,123
237
$207K 0.06%
+1,263
238
$206K 0.06%
+1,317
239
$206K 0.06%
+5,019
240
$205K 0.06%
+14,540
241
$203K 0.06%
+1,586
242
$202K 0.06%
+5,610
243
$201K 0.06%
+762
244
$169K 0.05%
+12,246
245
$78K 0.02%
+15,000
246
$56K 0.02%
+1,000
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