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
276
$332K 0.04%
6,612
277
$324K 0.04%
+7,750
278
$323K 0.04%
446
-137
279
$322K 0.04%
9,563
-484
280
$317K 0.04%
649
-31
281
$309K 0.04%
10,848
+48
282
$308K 0.04%
4,459
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283
$306K 0.04%
2,211
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284
$306K 0.04%
5,459
285
$305K 0.04%
7,325
286
$303K 0.04%
1,575
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287
$302K 0.04%
9,091
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288
$297K 0.04%
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289
$297K 0.04%
1,197
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290
$296K 0.04%
4,750
-500
291
$290K 0.04%
1,893
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292
$290K 0.04%
3,000
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293
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6,241
294
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5,084
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295
$285K 0.04%
11,933
296
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+11,075
297
$284K 0.04%
2,514
-2,450
298
$280K 0.04%
4,500
299
$277K 0.04%
7,771
-4
300
$274K 0.04%
1,193
10 11
12
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