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
51
$2.14M 0.63%
+12,239
52
$2.07M 0.61%
+5,678
53
$2.06M 0.61%
+39,154
54
$2.05M 0.61%
+25,003
55
$1.97M 0.58%
+13,608
56
$1.97M 0.58%
+19,491
57
$1.93M 0.57%
+108,858
58
$1.88M 0.55%
+14,614
59
$1.85M 0.55%
+55,993
60
$1.8M 0.53%
+10,862
61
$1.73M 0.51%
+33,684
62
$1.72M 0.51%
+146,910
63
$1.66M 0.49%
+10,183
64
$1.59M 0.47%
+18,864
65
$1.58M 0.47%
+8,155
66
$1.53M 0.45%
+17,338
67
$1.52M 0.45%
+5,641
68
$1.52M 0.45%
+24,703
69
$1.46M 0.43%
+12,862
70
$1.44M 0.42%
+34,752
71
$1.43M 0.42%
+11,275
72
$1.4M 0.41%
+9,281
73
$1.4M 0.41%
+43,368
74
$1.35M 0.4%
+29,732
75
$1.35M 0.4%
+46,064
1 2
3
4 5