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
76
$1.33M 0.39%
+31,561
77
$1.31M 0.39%
+19,978
78
$1.23M 0.36%
+42,460
79
$1.19M 0.35%
+3,285
80
$1.19M 0.35%
+10,127
81
$1.18M 0.35%
+4,028
82
$1.16M 0.34%
+25,565
83
$1.16M 0.34%
+45,177
84
$1.13M 0.34%
+19,911
85
$1.13M 0.33%
+9,839
86
$1.13M 0.33%
+19,163
87
$1.11M 0.33%
+31,072
88
$1.11M 0.33%
+6,397
89
$1.07M 0.32%
+5,547
90
$1.05M 0.31%
+19,340
91
$1.04M 0.31%
+16,908
92
$1.02M 0.3%
+23,940
93
$992K 0.29%
+7,225
94
$958K 0.28%
+98,184
95
$936K 0.28%
+3,807
96
$927K 0.27%
+11,271
97
$915K 0.27%
+11,178
98
$911K 0.27%
+17,864
99
$874K 0.26%
+3,582
100
$848K 0.25%
+14,530
2 3
4
5 6