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
$763M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$1.19M
3
+$971K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$956K
5
MDT icon
Medtronic
MDT
+$749K

Top Sells

1
+$4.58M
2
+$1.68M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.64M
5
PG icon
Procter & Gamble
PG
+$998K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.39%
3 Consumer Staples 6.92%
4 Financials 5.82%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.49M 0.98%
124,438
-2,035
27
$7.42M 0.97%
147,055
+913
28
$7.26M 0.95%
53,878
+766
29
$6.66M 0.87%
19,380
+202
30
$6.55M 0.86%
248,762
-2,987
31
$6.37M 0.84%
90,730
-1,409
32
$6.36M 0.83%
28,883
-1,660
33
$6.14M 0.81%
22,317
-950
34
$6.06M 0.79%
27,278
-980
35
$6.01M 0.79%
17,637
-466
36
$5.77M 0.76%
31,147
-4,751
37
$5.73M 0.75%
49,656
-8,025
38
$5.65M 0.74%
35,902
-907
39
$5.07M 0.66%
58,420
-2,930
40
$5.02M 0.66%
46,793
+266
41
$4.91M 0.64%
133,861
+2,827
42
$4.8M 0.63%
201,878
+49,855
43
$4.75M 0.62%
20,003
+59
44
$4.43M 0.58%
37,049
-1,418
45
$4.4M 0.58%
30,929
-803
46
$4.35M 0.57%
31,534
-293
47
$4.29M 0.56%
9,685
+367
48
$4.18M 0.55%
79,875
-5,796
49
$4.08M 0.53%
38,467
-2,888
50
$3.74M 0.49%
51,198
-109
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