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
301
$270K 0.04%
16,891
+33
302
$269K 0.04%
9,334
303
$267K 0.04%
8,813
+145
304
$266K 0.03%
3,120
+503
305
$265K 0.03%
4,670
-574
306
$262K 0.03%
5,056
-144
307
$258K 0.03%
+3,966
308
$256K 0.03%
971
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309
$256K 0.03%
3,387
-48
310
$254K 0.03%
12,146
+439
311
$250K 0.03%
2,043
-93
312
$247K 0.03%
+1,096
313
$246K 0.03%
1,049
-62
314
$246K 0.03%
4,619
-408
315
$246K 0.03%
1,722
-4
316
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1,473
+13
317
$242K 0.03%
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318
$238K 0.03%
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319
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15,959
320
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3,820
321
$235K 0.03%
+9,351
322
$233K 0.03%
2,660
-1,801
323
$233K 0.03%
722
+76
324
$233K 0.03%
6,105
325
$232K 0.03%
3,972
-211
11 12
13
14 15