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
76
$2.39M 0.31%
57,424
+304
77
$2.34M 0.31%
17,491
+920
78
$2.34M 0.31%
23,970
-4,725
79
$2.33M 0.31%
16,827
+579
80
$2.31M 0.3%
31,187
+3,137
81
$2.22M 0.29%
10,111
-169
82
$2.19M 0.29%
42,361
-1,803
83
$2.17M 0.28%
4,163
-279
84
$2.12M 0.28%
8,486
-14
85
$2.11M 0.28%
21,574
-2,377
86
$2.09M 0.27%
31,937
+3,252
87
$2.07M 0.27%
11,631
+709
88
$1.97M 0.26%
114,431
+7,922
89
$1.92M 0.25%
42,439
+995
90
$1.89M 0.25%
7,747
+600
91
$1.88M 0.25%
10,820
+163
92
$1.87M 0.25%
16,431
+2,321
93
$1.86M 0.24%
9,938
+455
94
$1.83M 0.24%
46,179
+52
95
$1.8M 0.24%
20,081
-750
96
$1.73M 0.23%
3,762
-1,769
97
$1.73M 0.23%
20,504
-162
98
$1.68M 0.22%
41,210
+1,455
99
$1.66M 0.22%
57,993
+3,577
100
$1.64M 0.22%
24,292
+1,015
2 3
4
5 6