SVWA
Sound View Wealth Advisors Portfolio holdings
AUM
$319M
This Quarter Return
+11.36%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+16%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
4.23%
Top 10 Holdings %
Top 10 Hldgs %
22.11%
Holding
251
New
22
Increased
78
Reduced
123
Closed
3
Top Buys
Top Sells
| 1 |
Oxford Industries
OXM
|
$301K |
| 2 |
Procter & Gamble
PG
|
$282K |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$252K |
| 4 |
Lockheed Martin
LMT
|
$230K |
| 5 |
Kraft Heinz
KHC
|
$229K |
Sector Composition
| 1 | Consumer Staples | 14.12% |
| 2 | Healthcare | 13.94% |
| 3 | Technology | 9.99% |
| 4 | Industrials | 9.05% |
| 5 | Financials | 7.52% |