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
51
$3.66M 0.48%
40,541
-164
52
$3.66M 0.48%
78,468
+3,209
53
$3.59M 0.47%
48,374
-233
54
$3.51M 0.46%
16,314
-132
55
$3.45M 0.45%
25,997
+2,478
56
$3.44M 0.45%
35,118
-3,980
57
$3.43M 0.45%
92,230
-3,936
58
$3.29M 0.43%
18,915
+1,820
59
$3.26M 0.43%
50,974
+1,507
60
$3.18M 0.42%
303,840
-21,525
61
$3.12M 0.41%
6,488
-24
62
$3.06M 0.4%
39,867
-84
63
$3.04M 0.4%
16,874
+377
64
$2.79M 0.37%
23,465
+713
65
$2.74M 0.36%
11,199
+203
66
$2.71M 0.36%
5,040
+106
67
$2.71M 0.35%
28,696
-1,443
68
$2.66M 0.35%
85,973
-6,165
69
$2.61M 0.34%
37,453
+141
70
$2.54M 0.33%
75,917
-2,443
71
$2.48M 0.33%
8,778
-283
72
$2.47M 0.32%
14,234
-860
73
$2.45M 0.32%
27,764
+8,498
74
$2.44M 0.32%
20,514
-2,612
75
$2.42M 0.32%
22,185
-2,727
1 2
3
4 5