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
101
$884K 0.25%
93,040
+17,160
102
$847K 0.24%
4,927
-10
103
$821K 0.23%
8,650
+1,050
104
$811K 0.23%
10,702
+517
105
$801K 0.23%
7,112
-450
106
$789K 0.22%
29,588
-212
107
$776K 0.22%
7,378
-113
108
$776K 0.22%
7,330
+1,521
109
$771K 0.22%
29,833
+6,809
110
$750K 0.21%
13,119
-7,654
111
$719K 0.2%
1,579
+31
112
$691K 0.19%
5,870
-731
113
$679K 0.19%
3,527
+867
114
$657K 0.19%
2,137
+49
115
$644K 0.18%
13,524
-1,119
116
$642K 0.18%
3,428
+1,633
117
$626K 0.18%
3,564
-52
118
$622K 0.18%
12,642
+146
119
$614K 0.17%
2,847
+89
120
$611K 0.17%
15,739
-1,038
121
$611K 0.17%
3,560
-124
122
$576K 0.16%
6,049
-1,457
123
$569K 0.16%
3,633
+34
124
$561K 0.16%
3,920
+985
125
$546K 0.15%
3,983
+654
3 4
5
6 7