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
126
$541K 0.15%
3,003
-251
127
$536K 0.15%
2,820
-306
128
$534K 0.15%
1,724
+2
129
$532K 0.15%
22,890
-1,167
130
$506K 0.14%
4,128
-175
131
$497K 0.14%
6,312
-1,096
132
$495K 0.14%
4,130
-108
133
$488K 0.14%
4,215
+196
134
$475K 0.13%
11,200
+162
135
$471K 0.13%
11,903
-4,334
136
$466K 0.13%
2,782
+165
137
$465K 0.13%
98,151
-33
138
$465K 0.13%
5,630
+2,208
139
$460K 0.13%
14,220
+1,490
140
$458K 0.13%
6,692
-746
141
$457K 0.13%
8,934
+455
142
$454K 0.13%
3,506
+1
143
$447K 0.13%
5,118
+34
144
$446K 0.13%
+5,490
145
$437K 0.12%
3,259
+552
146
$437K 0.12%
16,213
+56
147
$429K 0.12%
+5,955
148
$425K 0.12%
4,811
-53
149
$424K 0.12%
3,349
+4
150
$419K 0.12%
1,795
+268
4 5
6
7 8