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
201
$581K 0.08%
9,714
+2,171
202
$577K 0.08%
16,980
+179
203
$577K 0.08%
7,488
-383
204
$572K 0.08%
114,180
205
$563K 0.07%
3,328
-136
206
$555K 0.07%
6,837
-98
207
$554K 0.07%
8,576
-138
208
$552K 0.07%
5,393
209
$551K 0.07%
2,271
+43
210
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27,187
-14
211
$548K 0.07%
1,129
+24
212
$545K 0.07%
5,825
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213
$542K 0.07%
1,422
-24
214
$540K 0.07%
6,099
-5
215
$539K 0.07%
2,632
+251
216
$539K 0.07%
1,549
-15
217
$532K 0.07%
7,321
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218
$531K 0.07%
26,703
219
$514K 0.07%
8,026
+26
220
$513K 0.07%
4,765
221
$508K 0.07%
5,466
-74
222
$507K 0.07%
734
-6
223
$491K 0.06%
3,300
224
$487K 0.06%
1,096
-19
225
$485K 0.06%
1,233
-153
7 8
9
10 11