SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.35B
This Quarter Return
-10.15%
1 Year Return
+15.3%
3 Year Return
+57.45%
5 Year Return
+97.77%
10 Year Return
–
AUM
$478M
AUM Growth
+$478M
(-9.2%)
Cap. Flow
+$17.9M
Cap. Flow
% of AUM
3.75%
Top 10 Holdings %
Top 10 Hldgs %
24.09%
Holding
296
New
10
Increased
110
Reduced
128
Closed
16
Top Buys
| 1 |
Amazon
AMZN
|
$6.18M |
| 2 |
Enterprise Products Partners
EPD
|
$6.11M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.64M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$818K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$687K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$529K |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$473K |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
$423K |
| 4 |
Coca-Cola
KO
|
$341K |
| 5 |
Nutrien
NTR
|
$312K |
Sector Composition
| 1 | Healthcare | 12.82% |
| 2 | Technology | 12.35% |
| 3 | Consumer Staples | 8.17% |
| 4 | Consumer Discretionary | 6.49% |
| 5 | Financials | 6.04% |
