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
$338M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.05M
3
+$8.68M
4
VZ icon
Verizon
VZ
+$7.59M
5
AAPL icon
Apple
AAPL
+$7.34M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.4%
2 Healthcare 12.87%
3 Technology 9.59%
4 Industrials 8.4%
5 Financials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 1.07%
+142,453
27
$3.59M 1.06%
+19,737
28
$3.49M 1.03%
+92,783
29
$3.49M 1.03%
+18,927
30
$3.39M 1%
+91,985
31
$3.33M 0.98%
+42,415
32
$3.21M 0.95%
+18,656
33
$3.16M 0.93%
+66,700
34
$3.13M 0.92%
+23,711
35
$3.05M 0.9%
+19,388
36
$3.04M 0.9%
+56,280
37
$2.96M 0.87%
+44,291
38
$2.84M 0.84%
+24,652
39
$2.79M 0.82%
+25,121
40
$2.64M 0.78%
+23,811
41
$2.57M 0.76%
+217,217
42
$2.53M 0.75%
+11,989
43
$2.37M 0.7%
+64,332
44
$2.37M 0.7%
+93,496
45
$2.3M 0.68%
+11,528
46
$2.3M 0.68%
+26,095
47
$2.27M 0.67%
+41,425
48
$2.25M 0.67%
+31,009
49
$2.2M 0.65%
+40,198
50
$2.2M 0.65%
+15,729
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