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
$375K0.03% 1,547
+3
+0.2%
+$727
$374K0.03% 735
+230
+46%
+$117K
$371K0.03% 7,941––
$370K0.03% 1,807
+68
+4%
+$13.9K
$369K0.03% 8,916
+12
+0.1%
+$496
$368K0.03% 3,016––
$364K0.03% 1,432
-26
-2%
-$6.61K
$363K0.03% 36,182
+2,628
+8%
+$26.4K
$360K0.03% 5,974
-1,542
-21%
-$92.8K
$356K0.03% 4,914
+223
+5%
+$16.2K
$349K0.03% 4,422
-58
-1%
-$4.58K
$347K0.03% 1,937
+10
+0.5%
+$1.79K
$341K0.03% 4,500––
$338K0.03% 2,453
+226
+10%
+$31.1K
$338K0.03% 1,077
+56
+5%
+$17.6K
$335K0.03% 11,441
+40
+0.4%
+$1.17K
$328K0.03% 1,345
-62
-4%
-$15.1K
$326K0.03% 1,067
+111
+12%
+$33.9K
$326K0.03% 14,657
+568
+4%
+$12.6K
$322K0.03% 1,015––
$315K0.03% 4,572
-1,800
-28%
-$124K
$312K0.03% 1,508
+171
+13%
+$35.4K
$310K0.03% 4,863
+771
+19%
+$49.2K
$309K0.03% 5,577
-620
-10%
-$34.4K
$308K0.03% 2,579
-609
-19%
-$72.8K
1 111213141518