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
$2.54M0.21% 7,361
+160
+2%
+$55.3K
$2.46M0.2% 4,706
-307
-6%
-$161K
$2.45M0.2% 50,737
-3,704
-7%
-$179K
$2.45M0.2% 53,993
-3,715
-6%
-$169K
$2.44M0.2% 29,431
+4,405
+18%
+$365K
$2.4M0.2% 9,280
-321
-3%
-$83K
$2.38M0.2% 45,517
-97
-0.2%
-$5.08K
$2.38M0.2% 21,771
+381
+2%
+$41.6K
$2.36M0.19% 16,491
+149
+0.9%
+$21.4K
$2.35M0.19% 14,617
-2,322
-14%
-$373K
$2.33M0.19% 22,814
-1,095
-5%
-$112K
$2.28M0.19% 230,459
-35,757
-13%
-$354K
$2.26M0.19% 37,769
-266
-0.7%
-$15.9K
$2.26M0.18% 32,120
+665
+2%
+$46.7K
$2.24M0.18% 88,754
+7,835
+10%
+$198K
$2.18M0.18% 8,798
+62
+0.7%
+$15.4K
$2.16M0.18% 17,740
+231
+1%
+$28.1K
$2.11M0.17% 31,154
-363
-1%
-$24.6K
$2.08M0.17% 4,178
-74
-2%
-$36.8K
$2.07M0.17% 37,855
+6,955
+23%
+$381K
$2.07M0.17% 8,941
+64
+0.7%
+$14.8K
$2.06M0.17% 10,542
+332
+3%
+$64.8K
$2.05M0.17% 66,725
-1,954
-3%
-$60K
$1.99M0.16% 23,561
+119
+0.5%
+$10K
$1.95M0.16% 2,387
-3
-0.1%
-$2.45K
1 3456718