SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
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
State Street 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
201
$256K 0.07%
2,925
+331
202
$256K 0.07%
12,950
203
$251K 0.07%
20,580
204
$250K 0.07%
3,179
-371
205
$249K 0.07%
8,184
+688
206
$249K 0.07%
2,487
-15
207
$247K 0.07%
+2,218
208
$247K 0.07%
1,998
-874
209
$241K 0.07%
+1,207
210
$240K 0.07%
+2,296
211
$238K 0.07%
1,269
-16
212
$238K 0.07%
8,000
213
$237K 0.07%
+3,642
214
$236K 0.07%
3,865
+8
215
$232K 0.07%
+2,671
216
$230K 0.06%
45,173
-743
217
$230K 0.06%
3,064
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218
$226K 0.06%
+4,422
219
$226K 0.06%
+10,160
220
$224K 0.06%
+2,906
221
$224K 0.06%
+8,500
222
$222K 0.06%
+1,073
223
$221K 0.06%
+3,901
224
$221K 0.06%
1,905
225
$217K 0.06%
+9,758
6 7 8
9
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