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
$1.87M0.15% 3,984––
$1.87M0.15% 74,671
+5,999
+9%
+$150K
$1.86M0.15% 8,769
+48
+0.6%
+$10.2K
$1.72M0.14% 102,085
-4,650
-4%
-$78.3K
$1.71M0.14% 3,530
+94
+3%
+$45.6K
$1.7M0.14% 6,325
-1,019
-14%
-$273K
$1.68M0.14% 1,803
+47
+3%
+$43.8K
$1.68M0.14% 28,458––
$1.67M0.14% 19,208
+3,209
+20%
+$279K
$1.64M0.13% 3,673
+70
+2%
+$31.3K
$1.64M0.13% 10,613
+168
+2%
+$25.9K
$1.63M0.13% 44,290
-3,870
-8%
-$143K
$1.61M0.13% 42,539
+7,564
+22%
+$286K
$1.6M0.13% 2––
$1.57M0.13% 21,598
+917
+4%
+$66.7K
$1.52M0.13% 8,100
-1,063
-12%
-$200K
$1.5M0.12% 48,286––
$1.43M0.12% 2,896
+32
+1%
+$15.8K
$1.43M0.12% 8,688
-216
-2%
-$35.6K
$1.41M0.12% 2,229
+2
+0.1%
+$1.27K
$1.4M0.11% 11,020
+1,128
+11%
+$143K
$1.4M0.11% 16,451
+2,655
+19%
+$226K
$1.37M0.11% 10,185
-485
-5%
-$65.1K
$1.37M0.11% 1,443
-26
-2%
-$24.6K
$1.35M0.11% 30,708
-1,780
-5%
-$78.5K
1 4567818