SVWA
Sound View Wealth Advisors Portfolio holdings
AUM
$319M
This Quarter Return
-8.71%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$276M
AUM Growth
–
Cap. Flow
+$276M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.58%
Holding
229
New
229
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$9.93M |
| 2 |
Coca-Cola
KO
|
$8.16M |
| 3 |
Procter & Gamble
PG
|
$8.12M |
| 4 |
Verizon
VZ
|
$7.48M |
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.28B
| $155K | 0.06% |
+12,598
| New | +$155K |
|
|
CXE
227
MFS High Income Municipal Trust
CXE
$111M
| $69K | 0.03% |
+15,000
| New | +$69K |
|
228
Aegon
AEG
$12.1B
| $68K | 0.02% |
+14,585
| New | +$68K |
|
229
SiriusXM
SIRI
$7.75B
| $57K | 0.02% |
+10,000
| New | +$57K |
|