SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.49B
1-Year Est. Return 18.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$911K
3
+$881K
4
ABBV icon
AbbVie
ABBV
+$869K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$852K

Top Sells

1
+$2.94M
2
+$1.88M
3
+$1.48M
4
PM icon
Philip Morris
PM
+$1.26M
5
MO icon
Altria Group
MO
+$723K

Sector Composition

1 Healthcare 12.3%
2 Consumer Staples 11.88%
3 Technology 9.74%
4 Industrials 7.87%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$275K 0.08%
2,424
-23
202
$273K 0.08%
3,958
-1,000
203
$272K 0.08%
2,626
-116
204
$267K 0.08%
2,959
-302
205
$267K 0.08%
965
-23
206
$266K 0.08%
+1,203
207
$266K 0.08%
3,863
-349
208
$265K 0.08%
5,715
-232
209
$262K 0.08%
8,000
210
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9,225
211
$257K 0.08%
10,125
-2,500
212
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2,571
-58
213
$255K 0.08%
20,580
214
$254K 0.08%
18,000
215
$252K 0.08%
1,698
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216
$244K 0.07%
1,268
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217
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5,046
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218
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219
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8,671
-7,281
220
$238K 0.07%
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221
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4,548
-150
222
$233K 0.07%
1,603
+340
223
$231K 0.07%
802
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224
$230K 0.07%
17,610
+3,070
225
$229K 0.07%
5,141
-1,407
7 8
9
10 11