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
76
$1.33M 0.37%
14,490
+5,904
77
$1.31M 0.37%
3,617
-34
78
$1.29M 0.36%
24,346
-1,193
79
$1.29M 0.36%
20,892
-1,724
80
$1.28M 0.36%
15,973
-356
81
$1.26M 0.35%
5,530
-97
82
$1.25M 0.35%
39,740
+1,590
83
$1.24M 0.35%
+14,126
84
$1.23M 0.35%
1,977
-132
85
$1.21M 0.34%
9,040
+2,424
86
$1.17M 0.33%
46,080
87
$1.15M 0.32%
29,480
-163
88
$1.15M 0.32%
9,026
-87
89
$1.1M 0.31%
3,733
+322
90
$1.1M 0.31%
+12,040
91
$1.04M 0.29%
6,409
-493
92
$1.03M 0.29%
11,264
+100
93
$1.01M 0.28%
66,575
+2,733
94
$974K 0.27%
2,670
+142
95
$941K 0.27%
10,927
+528
96
$923K 0.26%
6,828
+150
97
$920K 0.26%
3,811
+309
98
$909K 0.26%
16,447
+678
99
$897K 0.25%
37,768
+2,099
100
$892K 0.25%
29,549
-426
2 3
4
5 6