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
$763M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$1.19M
3
+$971K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$956K
5
MDT icon
Medtronic
MDT
+$749K

Top Sells

1
+$4.58M
2
+$1.68M
3
+$1.66M
4
MSFT icon
Microsoft
MSFT
+$1.64M
5
PG icon
Procter & Gamble
PG
+$998K

Sector Composition

1 Technology 14.96%
2 Healthcare 10.39%
3 Consumer Staples 6.92%
4 Financials 5.82%
5 Consumer Discretionary 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$763K 0.1%
12,914
+2,440
177
$751K 0.1%
8,980
-1,951
178
$749K 0.1%
5,073
+358
179
$748K 0.1%
4,176
-20
180
$740K 0.1%
5,829
-176
181
$738K 0.1%
1,676
+58
182
$732K 0.1%
6,425
-1,185
183
$704K 0.09%
3,500
-63
184
$704K 0.09%
7,220
-4
185
$701K 0.09%
21,053
-920
186
$677K 0.09%
3,489
+165
187
$676K 0.09%
7,969
+65
188
$672K 0.09%
14,742
-101
189
$672K 0.09%
6,740
+275
190
$671K 0.09%
13,619
+470
191
$664K 0.09%
2,188
+676
192
$641K 0.08%
27,702
193
$636K 0.08%
4,400
+48
194
$635K 0.08%
23,164
-26
195
$627K 0.08%
4,751
-53
196
$606K 0.08%
5,245
+273
197
$597K 0.08%
7,740
-1,112
198
$592K 0.08%
17,170
199
$586K 0.08%
22,138
-2,199
200
$584K 0.08%
2,063
+137
6 7
8
9 10