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% |
