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
1
$43.2M 5.66%
222,542
-23,630
2
$26.9M 3.52%
78,931
-4,806
3
$19.7M 2.59%
840,222
+31,679
4
$18.2M 2.39%
746,293
-745
5
$17.1M 2.24%
693,229
+20,278
6
$16.8M 2.2%
962,313
+20,151
7
$15.6M 2.04%
662,426
+30,721
8
$14.3M 1.88%
566,360
-39,439
9
$13.8M 1.81%
569,721
+39,480
10
$13M 1.7%
78,455
-1,825
11
$12.9M 1.69%
79,419
-737
12
$12.9M 1.69%
27,483
-588
13
$12.5M 1.64%
82,526
-6,576
14
$10.8M 1.42%
26,576
+410
15
$9.92M 1.3%
76,060
-12,741
16
$9.75M 1.28%
31,384
-581
17
$9.7M 1.27%
188,173
+52
18
$9.69M 1.27%
37,004
-96
19
$9.53M 1.25%
388,969
+329,641
20
$8.79M 1.15%
19,891
+447
21
$8.54M 1.12%
58,693
-1,919
22
$8.25M 1.08%
195,020
+7,080
23
$8.1M 1.06%
21,930
+1,091
24
$7.56M 0.99%
25,328
-526
25
$7.52M 0.99%
62,162
-1,775
1
2 3 4 5