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
$338M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.05M
3
+$8.68M
4
VZ icon
Verizon
VZ
+$7.59M
5
AAPL icon
Apple
AAPL
+$7.34M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 13.4%
2 Healthcare 12.87%
3 Technology 9.59%
4 Industrials 8.4%
5 Financials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$632K 0.19%
+8,169
127
$589K 0.17%
+1,823
128
$572K 0.17%
+6,262
129
$572K 0.17%
+3,289
130
$570K 0.17%
+3,568
131
$564K 0.17%
+1,915
132
$564K 0.17%
+4,146
133
$556K 0.16%
+7,333
134
$554K 0.16%
+3,561
135
$546K 0.16%
+8,307
136
$543K 0.16%
+3,105
137
$538K 0.16%
+10,826
138
$536K 0.16%
+5,393
139
$529K 0.16%
+4,628
140
$513K 0.15%
+7,822
141
$502K 0.15%
+25,877
142
$495K 0.15%
+15,952
143
$493K 0.15%
+12,955
144
$492K 0.15%
+5,632
145
$477K 0.14%
+5,507
146
$475K 0.14%
+2,801
147
$469K 0.14%
+3,501
148
$468K 0.14%
+9,519
149
$464K 0.14%
+6,470
150
$462K 0.14%
+3,087
4 5
6
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