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
$6.52M0.54% 58,665
+7,953
+16%
+$884K
$6.3M0.52% 85,762
-4,573
-5%
-$336K
$6.23M0.51% 10,804
+490
+5%
+$282K
$5.93M0.49% 35,431
-3,538
-9%
-$592K
$5.56M0.46% 5,883
-104
-2%
-$98.4K
$5.36M0.44% 68,036
+1,796
+3%
+$142K
$5.3M0.43% 62,323
-1,176
-2%
-$100K
$4.97M0.41% 33,117
+84
+0.3%
+$12.6K
$4.93M0.4% 37,255
+926
+3%
+$123K
$4.85M0.4% 28,073
-1,327
-5%
-$229K
$4.84M0.4% 53,957
+1,967
+4%
+$177K
$4.83M0.4% 59,117
+2,192
+4%
+$179K
$4.47M0.37% 40,814
-112
-0.3%
-$12.3K
$4.33M0.35% 15,017
+332
+2%
+$95.7K
$4.29M0.35% 71,417
-2,641
-4%
-$159K
$4.25M0.35% 13,863
+146
+1%
+$44.8K
$4.1M0.34% 28,849
-1,740
-6%
-$247K
$4.04M0.33% 40,842
+1,495
+4%
+$148K
$4.02M0.33% 157,368
+16,842
+12%
+$430K
$3.99M0.33% 66,710
+1,170
+2%
+$69.9K
$3.98M0.33% 15,036
-190
-1%
-$50.3K
$3.92M0.32% 146,480
+12,652
+9%
+$338K
$3.86M0.32% 11,715
-212
-2%
-$69.9K
$3.74M0.31% 13,213
+393
+3%
+$111K
$3.72M0.3% 24,186
+310
+1%
+$47.6K
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