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
251
$396K 0.05%
3,504
-2,823
252
$393K 0.05%
2,023
-64
253
$393K 0.05%
1,274
-16
254
$386K 0.05%
11,523
255
$384K 0.05%
3,735
+3
256
$381K 0.05%
9,535
+3,679
257
$381K 0.05%
+3,070
258
$379K 0.05%
4,019
+515
259
$376K 0.05%
11,385
+1,935
260
$369K 0.05%
3,661
261
$369K 0.05%
148
262
$367K 0.05%
2,111
-80
263
$366K 0.05%
4,833
-14
264
$364K 0.05%
2,527
-950
265
$364K 0.05%
3,860
-291
266
$363K 0.05%
6,730
-625
267
$356K 0.05%
8,350
-8,514
268
$350K 0.05%
6,207
+94
269
$347K 0.05%
3,896
-418
270
$343K 0.05%
9,244
-1,098
271
$343K 0.04%
5,371
+1,201
272
$338K 0.04%
3,833
-249
273
$337K 0.04%
10,290
274
$334K 0.04%
3,226
+67
275
$333K 0.04%
874
+6
9 10
11
12 13