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
$229K0.02%
+1,654
 New
+$229K
$224K0.02% 9,341
-644
-6%
-$15.4K
$220K0.02%
+3,394
 New
+$220K
$217K0.02% 2,635
-208
-7%
-$17.1K
$217K0.02%
+2,595
 New
+$217K
$217K0.02% 10,000
-1,000
-9%
-$21.7K
$213K0.02% 824
-1,156
-58%
-$299K
$213K0.02% 2,922
-614
-17%
-$44.7K
$213K0.02% 3,549
-271
-7%
-$16.2K
$213K0.02% 2,779
-105
-4%
-$8.03K
$212K0.02%
+385
 New
+$212K
$211K0.02%
+7,436
 New
+$211K
$210K0.02%
+2,178
 New
+$210K
$209K0.02%
+8,243
 New
+$209K
$209K0.02%
+146
 New
+$209K
$208K0.02% 1,297
+91
+8%
+$14.6K
$207K0.02%
+1,016
 New
+$207K
$206K0.02%
+1,023
 New
+$206K
$206K0.02% 3,672
-695
-16%
-$39K
$205K0.02% 4,076
+115
+3%
+$5.77K
$204K0.02% 6,485
-2,112
-25%
-$66.3K
$203K0.02% 3,699
-3,063
-45%
-$168K
$202K0.02% 8,087
-3,342
-29%
-$83.3K
$201K0.02% 634––
$200K0.02%
+1,076
 New
+$200K
1 1415161718