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
$3.7M0.3% 13,586
+362
+3%
+$98.7K
$3.52M0.29% 89,702
+2,007
+2%
+$78.7K
$3.5M0.29% 9,451
-853
-8%
-$316K
$3.49M0.29% 57,225
-619
-1%
-$37.8K
$3.45M0.28% 48,606
+1,520
+3%
+$108K
$3.41M0.28% 119,685
-5,031
-4%
-$144K
$3.36M0.28% 47,269
-632
-1%
-$45K
$3.31M0.27% 29,943
+593
+2%
+$65.6K
$3.3M0.27% 24,888
-3,401
-12%
-$451K
$3.27M0.27% 23,420
+730
+3%
+$102K
$3.24M0.27% 10,615
-49
-0.5%
-$15K
$3.18M0.26% 43,289
+2,718
+7%
+$200K
$3.12M0.26% 74,754
+3,624
+5%
+$151K
$3.08M0.25% 121,869
+13,645
+13%
+$345K
$3.08M0.25% 8,276
+250
+3%
+$93.1K
$3.06M0.25% 13,122
-1,129
-8%
-$263K
$3.02M0.25% 11,234
-508
-4%
-$137K
$2.97M0.24% 33,091
+1,385
+4%
+$124K
$2.92M0.24% 5,204
-259
-5%
-$146K
$2.8M0.23% 14,049
+176
+1%
+$35.1K
$2.76M0.23% 15,353
+69
+0.5%
+$12.4K
$2.73M0.22% 22,416
-85
-0.4%
-$10.4K
$2.73M0.22% 107,621
-6,884
-6%
-$174K
$2.73M0.22% 44,164
-698
-2%
-$43.1K
$2.61M0.21% 34,563
+10,568
+44%
+$799K
1 2345618