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
$990K0.08% 4,192
+215
+5%
+$50.8K
$983K0.08% 10,500
-1,648
-14%
-$154K
$983K0.08% 8,115
-737
-8%
-$89.3K
$970K0.08% 9,781
-100
-1%
-$9.92K
$956K0.08% 1,866
+36
+2%
+$18.4K
$940K0.08% 2,198
+21
+1%
+$8.99K
$921K0.08% 4,844
-1
-0%
-$190
$919K0.08% 7,823
-7
-0.1%
-$822
$915K0.08% 1,670
-118
-7%
-$64.7K
$914K0.07% 7,253––
$900K0.07% 18,975
+2,102
+12%
+$99.7K
$892K0.07% 8,184
+296
+4%
+$32.3K
$892K0.07% 16,035
+181
+1%
+$10.1K
$887K0.07% 9,463
+418
+5%
+$39.2K
$875K0.07% 1,099
+42
+4%
+$33.4K
$851K0.07% 8,916––
$849K0.07% 5,783
-502
-8%
-$73.7K
$847K0.07% 19,500
-1,279
-6%
-$55.6K
$845K0.07% 11,703
+979
+9%
+$70.7K
$844K0.07% 45,405
-4,142
-8%
-$77K
$834K0.07% 1,227
+40
+3%
+$27.2K
$830K0.07% 1,783
+66
+4%
+$30.7K
$828K0.07% 6,473
-324
-5%
-$41.4K
$823K0.07% 13,565
-2,015
-13%
-$122K
$823K0.07% 8,008
+168
+2%
+$17.3K
1 67891018