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
101
$1.62M 0.21%
3,545
+38
102
$1.6M 0.21%
12,071
+156
103
$1.59M 0.21%
7,236
+344
104
$1.58M 0.21%
7,615
-811
105
$1.57M 0.21%
3,883
-46
106
$1.56M 0.2%
21,822
-1,232
107
$1.56M 0.2%
7,390
-718
108
$1.56M 0.2%
6,908
-7,439
109
$1.55M 0.2%
47,588
+4,914
110
$1.51M 0.2%
2,107
+34
111
$1.5M 0.2%
8,670
-235
112
$1.48M 0.19%
56,333
+37,042
113
$1.42M 0.19%
56,506
+839
114
$1.41M 0.18%
4,905
+9
115
$1.4M 0.18%
38,978
116
$1.38M 0.18%
15,804
-278
117
$1.37M 0.18%
3,083
-627
118
$1.34M 0.18%
4,080
-239
119
$1.34M 0.18%
50,827
-898
120
$1.3M 0.17%
7,530
+143
121
$1.27M 0.17%
14,201
-634
122
$1.26M 0.17%
13,027
-627
123
$1.24M 0.16%
7,879
-265
124
$1.23M 0.16%
3,558
+11
125
$1.19M 0.16%
18,540
-3,650
3 4
5
6 7