SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.22B
This Quarter Return
-0.74%
1 Year Return
+10.91%
3 Year Return
+31.48%
5 Year Return
+112.52%
10 Year Return
–
AUM
$1.22B
AUM Growth
-$22.9M
Cap. Flow
+$4.18M
Cap. Flow %
0.34%
Top 10 Hldgs %
27.22%
Holding
432
New
17
Increased
175
Reduced
178
Closed
26

Top Buys

1
$6.1M
2
$3.53M
3
$2.81M
4
$2.48M
5
$2.32M

Top Sells

1
$4.66M
2
$2.38M
3
$2.09M
4
$1.43M
5
$1.21M

Sector Composition

1Technology14.66%
2Healthcare8.57%
3Financials6.5%
4Consumer Staples5.57%
5Consumer Discretionary4.78%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$526K0.04% 7,706
+2,972
+63%
+$203K
$525K0.04% 7,140––
$520K0.04% 12,743
-5,498
-30%
-$224K
$517K0.04% 1,188
+232
+24%
+$101K
$511K0.04% 134
-18
-12%
-$68.6K
$508K0.04% 15,609
-380
-2%
-$12.4K
$506K0.04% 3,350
+1
+0%
+$151
$500K0.04% 5,679
-580
-9%
-$51K
$494K0.04% 6,777
-361
-5%
-$26.3K
$490K0.04% 9,829––
$489K0.04% 2,053
+67
+3%
+$16K
$488K0.04% 2,831
+146
+5%
+$25.2K
$487K0.04% 11,652
+441
+4%
+$18.4K
$475K0.04% 1,443––
$469K0.04% 1,935
-2
-0.1%
-$484
$465K0.04% 3,927
-542
-12%
-$64.2K
$463K0.04% 9,761
+386
+4%
+$18.3K
$462K0.04% 5,759
+193
+3%
+$15.5K
$454K0.04% 12,632
-732
-5%
-$26.3K
$452K0.04% 736
-792
-52%
-$486K
$450K0.04% 4,285
-2,676
-38%
-$281K
$447K0.04% 4,634
-83
-2%
-$8.01K
$444K0.04% 3,864
-20
-0.5%
-$2.3K
$441K0.04% 8,162
-3,982
-33%
-$215K
$435K0.04% 7,506
+792
+12%
+$45.9K
1 91011121318