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
176
$319K 0.09%
8,746
+949
177
$318K 0.09%
1,900
-89
178
$315K 0.09%
6,183
+1,152
179
$313K 0.09%
9,225
180
$310K 0.09%
2,073
-716
181
$309K 0.09%
23,400
182
$308K 0.09%
1,042
+57
183
$305K 0.09%
2,370
184
$305K 0.09%
2,229
-86
185
$299K 0.08%
5,854
-698
186
$298K 0.08%
+5,235
187
$297K 0.08%
2,750
188
$297K 0.08%
6,656
-2,523
189
$292K 0.08%
+5,781
190
$291K 0.08%
535
-89
191
$291K 0.08%
5,332
+228
192
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1,001
+94
193
$288K 0.08%
12,145
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194
$288K 0.08%
18,185
195
$287K 0.08%
22,018
+30
196
$278K 0.08%
10,840
+697
197
$274K 0.08%
1,569
+58
198
$270K 0.08%
5,075
+300
199
$269K 0.08%
1,228
200
$263K 0.07%
11,225
-500
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8
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