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
$355M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.39M
3
+$2.27M
4
MSFT icon
Microsoft
MSFT
+$1.71M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.56M

Top Sells

1
+$2.69M
2
+$773K
3
+$615K
4
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$447K
5
RTN
Raytheon Company
RTN
+$438K

Sector Composition

1 Healthcare 13.37%
2 Technology 12.69%
3 Consumer Staples 10.07%
4 Consumer Discretionary 6.21%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 1.15%
14,686
+304
27
$4.06M 1.14%
21,152
-923
28
$3.92M 1.1%
126,445
+5,962
29
$3.88M 1.09%
29,332
+1,285
30
$3.77M 1.06%
46,681
-5,295
31
$3.62M 1.02%
51,260
+440
32
$3.46M 0.97%
97,717
+68,972
33
$3.34M 0.94%
96,504
+3,162
34
$3.29M 0.93%
302,608
+5,024
35
$3.12M 0.88%
180,855
+18,255
36
$3.06M 0.86%
34,315
+1,856
37
$2.97M 0.84%
11,513
-2,996
38
$2.86M 0.8%
16,004
-97
39
$2.74M 0.77%
18,308
+207
40
$2.7M 0.76%
23,367
+1,527
41
$2.61M 0.73%
114,135
-12,237
42
$2.56M 0.72%
41,521
+4,994
43
$2.51M 0.71%
40,462
+790
44
$2.47M 0.7%
61,911
-48
45
$2.47M 0.7%
8,716
+916
46
$2.39M 0.67%
17,796
+339
47
$2.36M 0.66%
23,711
+1,700
48
$2.2M 0.62%
19,048
-264
49
$2.15M 0.61%
35,528
-10,138
50
$2.04M 0.57%
75,643
-1,539
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