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
151
$409K 0.12%
5,584
-18
152
$409K 0.12%
1,349
+501
153
$409K 0.12%
+7,482
154
$409K 0.12%
5,982
-489
155
$405K 0.11%
1,475
156
$404K 0.11%
1,364
+254
157
$398K 0.11%
4,055
+114
158
$396K 0.11%
909
-6
159
$392K 0.11%
7,151
-214
160
$390K 0.11%
4,801
-427
161
$381K 0.11%
+7,100
162
$380K 0.11%
979
-83
163
$380K 0.11%
5,393
164
$374K 0.11%
1,448
+25
165
$374K 0.11%
6,138
+854
166
$372K 0.1%
1,206
+80
167
$366K 0.1%
2,167
+35
168
$356K 0.1%
+5,044
169
$349K 0.1%
9,285
+208
170
$348K 0.1%
2,123
+319
171
$347K 0.1%
18,829
-143
172
$346K 0.1%
13,045
173
$330K 0.09%
+1,893
174
$325K 0.09%
1,237
-37
175
$322K 0.09%
+3,519
5 6
7
8 9