SVWAG
Sound View Wealth Advisors Group Portfolio holdings
AUM $1.22B
AUM
$1.22B
AUM Growth
-$22.9M (-2%)
Cap. Flow
+$10.2M
Cap. Flow % of AUM
0.84%
Top 10 Holdings %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
| 1 | Technology | 14.66% |
| 2 | Healthcare | 8.57% |
| 3 | Financials | 6.5% |
| 4 | Consumer Staples | 5.57% |
| 5 | Consumer Discretionary | 4.78% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $307K | 0.03% | 2,486 -198 | -7% | -$24.4K | |||
| $305K | 0.03% | 1,154 +63 | +6% | +$16.7K | |||
| $303K | 0.02% | 1,300 +131 | +11% | +$30.6K | |||
| $302K | 0.02% | 937 -57 | -6% | -$18.4K | |||
| $301K | 0.02% | 1,682 +153 | +10% | +$27.3K | |||
| $300K | 0.02% | 1,193 | – | – | |||
| $297K | 0.02% | 4,564 -3,190 | -41% | -$208K | |||
| $297K | 0.02% | 2,846 -6,887 | -71% | -$718K | |||
| $297K | 0.02% | 1,355 +1 | +0.1% | +$219 | |||
| $295K | 0.02% | 4,640 -726 | -14% | -$46.1K | |||
| $294K | 0.02% | 3,758 -29 | -0.8% | -$2.27K | |||
| $294K | 0.02% | 1,612 +89 | +6% | +$16.2K | |||
| $294K | 0.02% | 4,938 | – | – | |||
| $291K | 0.02% | 9,565 -2,083 | -18% | -$63.4K | |||
| $290K | 0.02% | 5,116 -56 | -1% | -$3.17K | |||
| $289K | 0.02% | 10,424 +112 | +1% | +$3.1K | |||
| $288K | 0.02% | 750 +66 | +10% | +$25.3K | |||
| $286K | 0.02% | 4,226 | New | +$286K | |||
| $278K | 0.02% | 7,361 +282 | +4% | +$10.7K | |||
| $278K | 0.02% | 14,217 -700 | -5% | -$13.7K | |||
| $277K | 0.02% | 7,368 | – | – | |||
| $277K | 0.02% | 4,040 | – | – | |||
| $276K | 0.02% | 2,694 -847 | -24% | -$86.7K | |||
| $275K | 0.02% | 6,007 +105 | +2% | +$4.81K | |||
| $273K | 0.02% | 1,515 +95 | +7% | +$17.1K |
