SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM $1.22B
AUM
$1.22B
AUM Growth
-$22.9M (-2%)
Cap. Flow
+$10.2M
Cap. Flow % of AUM
0.84%
Top 10 Holdings %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
| 1 | Technology | 14.66% |
| 2 | Healthcare | 8.57% |
| 3 | Financials | 6.5% |
| 4 | Consumer Staples | 5.57% |
| 5 | Consumer Discretionary | 4.78% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $526K | 0.04% | 7,706 +2,972 | +63% | +$203K | |||
| $525K | 0.04% | 7,140 | – | – | |||
| $520K | 0.04% | 12,743 -5,498 | -30% | -$224K | |||
| $517K | 0.04% | 1,188 +232 | +24% | +$101K | |||
| $511K | 0.04% | 134 -18 | -12% | -$68.6K | |||
| $508K | 0.04% | 15,609 -380 | -2% | -$12.4K | |||
| $506K | 0.04% | 3,350 +1 | +0% | +$151 | |||
| $500K | 0.04% | 5,679 -580 | -9% | -$51K | |||
| $494K | 0.04% | 6,777 -361 | -5% | -$26.3K | |||
| $490K | 0.04% | 9,829 | – | – | |||
| $489K | 0.04% | 2,053 +67 | +3% | +$16K | |||
| $488K | 0.04% | 2,831 +146 | +5% | +$25.2K | |||
| $487K | 0.04% | 11,652 +441 | +4% | +$18.4K | |||
| $475K | 0.04% | 1,443 | – | – | |||
| $469K | 0.04% | 1,935 -2 | -0.1% | -$484 | |||
| $465K | 0.04% | 3,927 -542 | -12% | -$64.2K | |||
| $463K | 0.04% | 9,761 +386 | +4% | +$18.3K | |||
| $462K | 0.04% | 5,759 +193 | +3% | +$15.5K | |||
| $454K | 0.04% | 12,632 -732 | -5% | -$26.3K | |||
| $452K | 0.04% | 736 -792 | -52% | -$486K | |||
| $450K | 0.04% | 4,285 -2,676 | -38% | -$281K | |||
| $447K | 0.04% | 4,634 -83 | -2% | -$8.01K | |||
| $444K | 0.04% | 3,864 -20 | -0.5% | -$2.3K | |||
| $441K | 0.04% | 8,162 -3,982 | -33% | -$215K | |||
| $435K | 0.04% | 7,506 +792 | +12% | +$45.9K |
