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
$1.35M0.11% 39,401
+8,937
+29%
+$306K
$1.35M0.11% 13,633
-1,535
-10%
-$152K
$1.29M0.11% 13,853
-78
-0.6%
-$7.24K
$1.27M0.1% 3,901
-36
-0.9%
-$11.7K
$1.26M0.1% 13,253––
$1.24M0.1% 5,234
-1,469
-22%
-$348K
$1.24M0.1% 11,817
-1,533
-11%
-$161K
$1.23M0.1% 7,188
+148
+2%
+$25.3K
$1.19M0.1% 16,836
+1,218
+8%
+$86.2K
$1.19M0.1% 28,899
+773
+3%
+$31.8K
$1.15M0.09% 13,965
-197
-1%
-$16.2K
$1.14M0.09% 3,400
+1,723
+103%
+$576K
$1.13M0.09% 10,127
-684
-6%
-$76.6K
$1.09M0.09% 11,988
+8,681
+263%
+$786K
$1.08M0.09% 120,000––
$1.08M0.09% 3,646
+126
+4%
+$37.2K
$1.05M0.09% 7,531
-579
-7%
-$80.9K
$1.05M0.09% 8,425
+110
+1%
+$13.7K
$1.04M0.09% 9,191
+500
+6%
+$56.6K
$1.03M0.08% 2,219
+92
+4%
+$42.8K
$1.02M0.08% 3,855
+1,423
+59%
+$378K
$1.02M0.08% 10,442
-90
-0.9%
-$8.81K
$1.01M0.08% 22,280
+910
+4%
+$41.2K
$1M0.08%
+50,607
 New
+$1M
$992K0.08% 3,651
+64
+2%
+$17.4K
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