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
51
$2.02M 0.57%
29,973
+913
52
$1.98M 0.56%
32,972
+1,692
53
$1.94M 0.55%
11,417
+573
54
$1.88M 0.53%
47,761
+446
55
$1.83M 0.52%
23,019
-1,227
56
$1.76M 0.5%
19,281
+1,249
57
$1.74M 0.49%
15,572
-1,222
58
$1.73M 0.49%
38,669
-4,812
59
$1.72M 0.48%
24,510
-545
60
$1.63M 0.46%
23,040
+2,780
61
$1.62M 0.46%
34,802
-1,069
62
$1.56M 0.44%
+13,168
63
$1.55M 0.44%
10,733
+120
64
$1.52M 0.43%
25,775
+951
65
$1.5M 0.42%
10,590
-1,166
66
$1.5M 0.42%
7,777
+922
67
$1.5M 0.42%
10,049
+26
68
$1.49M 0.42%
41,238
+3,080
69
$1.48M 0.42%
8,485
+59
70
$1.46M 0.41%
24,316
+5,116
71
$1.45M 0.41%
11,118
-87
72
$1.45M 0.41%
23,123
+2,185
73
$1.4M 0.4%
7,283
-2,111
74
$1.36M 0.38%
6,750
-736
75
$1.35M 0.38%
+26,293
1 2
3
4 5