SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+15.62%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$355M
AUM Growth
+$355M
(+23%)
Cap. Flow
+$27.3M
Cap. Flow
% of AUM
7.69%
Top 10 Holdings %
Top 10 Hldgs %
23.53%
Holding
247
New
34
Increased
115
Reduced
77
Closed
5
Top Buys
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
$2.44M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.39M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.27M |
| 4 |
Microsoft
MSFT
|
$1.71M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.56M |
Top Sells
Sector Composition
| 1 | Healthcare | 13.37% |
| 2 | Technology | 12.69% |
| 3 | Consumer Staples | 10.07% |
| 4 | Consumer Discretionary | 6.21% |
| 5 | Industrials | 5.72% |
