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
$763M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$1.19M
3
+$971K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$956K
5
MDT icon
Medtronic
MDT
+$749K

Top Sells

1
+$4.58M
2
+$1.68M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.64M
5
PG icon
Procter & Gamble
PG
+$998K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.39%
3 Consumer Staples 6.92%
4 Financials 5.82%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$484K 0.06%
32,021
+4,247
227
$480K 0.06%
10,176
228
$477K 0.06%
3,648
+1,350
229
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3,315
-118
230
$456K 0.06%
9,462
231
$453K 0.06%
8,698
-532
232
$451K 0.06%
14,445
233
$450K 0.06%
2,956
-134
234
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235
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6,591
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236
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237
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238
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2,333
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239
$422K 0.06%
8,481
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240
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241
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8,528
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745
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244
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245
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246
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247
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5,195
248
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1,827
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249
$404K 0.05%
31,784
-3,147
250
$400K 0.05%
17,570
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10
11 12