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
1
$11.9M 3.36%
130,680
+1,204
2
$11.8M 3.32%
57,966
+8,425
3
$9.13M 2.57%
64,905
-71
4
$8.55M 2.41%
325,965
+19,149
5
$7.27M 2.05%
62,037
+19,367
6
$7.25M 2.04%
131,451
-35
7
$7.18M 2.02%
28,655
+367
8
$7.01M 1.97%
272,808
+28,490
9
$6.84M 1.93%
57,204
+2,287
10
$6.63M 1.87%
48,040
+7,980
11
$6.57M 1.85%
261,155
+35,242
12
$6.09M 1.72%
231,058
+16,349
13
$5.71M 1.61%
95,346
+2,660
14
$5.08M 1.43%
113,753
+3,535
15
$5M 1.41%
21,219
-254
16
$4.99M 1.41%
404,058
+79,560
17
$4.88M 1.37%
192,590
+52,298
18
$4.87M 1.37%
34,446
+461
19
$4.59M 1.29%
24,885
-657
20
$4.54M 1.28%
48,217
+2,551
21
$4.42M 1.24%
44,989
-254
22
$4.38M 1.23%
84,407
+3,101
23
$4.29M 1.21%
26,109
+3,211
24
$4.27M 1.2%
57,879
+887
25
$4.17M 1.17%
16,824
+9,649
1
2 3 4 5