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 | |
|---|---|---|---|---|---|---|---|
| $229K | 0.02% | 1,654 | New | +$229K | |||
| $224K | 0.02% | 9,341 -644 | -6% | -$15.4K | |||
| $220K | 0.02% | 3,394 | New | +$220K | |||
| $217K | 0.02% | 2,635 -208 | -7% | -$17.1K | |||
| $217K | 0.02% | 2,595 | New | +$217K | |||
| $217K | 0.02% | 10,000 -1,000 | -9% | -$21.7K | |||
| $213K | 0.02% | 824 -1,156 | -58% | -$299K | |||
| $213K | 0.02% | 2,922 -614 | -17% | -$44.7K | |||
| $213K | 0.02% | 3,549 -271 | -7% | -$16.2K | |||
| $213K | 0.02% | 2,779 -105 | -4% | -$8.03K | |||
| $212K | 0.02% | 385 | New | +$212K | |||
| $211K | 0.02% | 7,436 | New | +$211K | |||
| $210K | 0.02% | 2,178 | New | +$210K | |||
| $209K | 0.02% | 8,243 | New | +$209K | |||
| $209K | 0.02% | 146 | New | +$209K | |||
| $208K | 0.02% | 1,297 +91 | +8% | +$14.6K | |||
| $207K | 0.02% | 1,016 | New | +$207K | |||
| $206K | 0.02% | 1,023 | New | +$206K | |||
| $206K | 0.02% | 3,672 -695 | -16% | -$39K | |||
| $205K | 0.02% | 4,076 +115 | +3% | +$5.77K | |||
| $204K | 0.02% | 6,485 -2,112 | -25% | -$66.3K | |||
| $203K | 0.02% | 3,699 -3,063 | -45% | -$168K | |||
| $202K | 0.02% | 8,087 -3,342 | -29% | -$83.3K | |||
| $201K | 0.02% | 634 | – | – | |||
| $200K | 0.02% | 1,076 | New | +$200K |
