SVWA
Sound View Wealth Advisors Portfolio holdings
AUM
$319M
1 Year Est. Return
–
AUM
$276M
AUM Growth
–
Holding
229
Top Buys
| 1 | +$9.93M | |
| 2 | +$8.16M | |
| 3 | +$8.12M | |
| 4 |
Verizon
VZ
|
+$7.47M |
| 5 |
Apple
AAPL
|
+$5.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 15.24% |
| 2 | Consumer Staples | 14.82% |
| 3 | Technology | 9.85% |
| 4 | Industrials | 9.23% |
| 5 | Financials | 8.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.43B
| $155K | 0.06% |
+12,598
|
|
||
|
CXE
227
MFS High Income Municipal Trust
CXE
$118M
| $69K | 0.03% |
+15,000
|
|
||
228
Aegon
AEG
$12B
| $68K | 0.02% |
+17,026
|
|
||
229
SiriusXM
SIRI
$7.31B
| $57K | 0.02% |
+1,000
|
|