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
$355M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.39M
3
+$2.27M
4
MSFT icon
Microsoft
MSFT
+$1.71M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.56M

Top Sells

1
+$2.69M
2
+$773K
3
+$615K
4
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$447K
5
RTN
Raytheon Company
RTN
+$438K

Sector Composition

1 Healthcare 13.37%
2 Technology 12.69%
3 Consumer Staples 10.07%
4 Consumer Discretionary 6.21%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$217K 0.06%
+309
227
$214K 0.06%
+4,069
228
$209K 0.06%
+3,122
229
$208K 0.06%
+2,592
230
$207K 0.06%
6,794
-2,859
231
$205K 0.06%
+2,338
232
$203K 0.06%
+757
233
$203K 0.06%
+2,380
234
$203K 0.06%
+5,530
235
$203K 0.06%
+1,781
236
$199K 0.06%
15,000
237
$172K 0.05%
12,368
+33
238
$125K 0.04%
3,662
-403
239
$108K 0.03%
15,250
-1,000
240
$87K 0.02%
12,260
+847
241
$79K 0.02%
12,996
-4,250
242
$70K 0.02%
15,000
243
– –
-8,234
244
– –
-115,792
245
– –
-18,189
246
– –
-6,822
247
– –
-3,336
6 7 8 9
10