SVWA

Sound View Wealth Advisors Portfolio holdings

AUM $319M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$9.93M
2
+$8.16M
3
+$8.12M
4
VZ icon
Verizon
VZ
+$7.47M
5
AAPL icon
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
JNJ icon
1
Johnson & Johnson
JNJ
$450B
$9.93M 3.6%
+76,915
KO icon
2
Coca-Cola
KO
$303B
$8.16M 2.96%
+172,284
PG icon
3
Procter & Gamble
PG
$340B
$8.12M 2.94%
+88,349
VZ icon
4
Verizon
VZ
$168B
$7.47M 2.71%
+132,955
AAPL icon
5
Apple
AAPL
$3.98T
$5.82M 2.11%
+147,544
PFE icon
6
Pfizer
PFE
$139B
$5.48M 1.98%
+132,236
MCD icon
7
McDonald's
MCD
$213B
$5.26M 1.91%
+29,598
INTC icon
8
Intel
INTC
$183B
$5.01M 1.82%
+106,763
HD icon
9
Home Depot
HD
$369B
$4.91M 1.78%
+28,548
MSFT icon
10
Microsoft
MSFT
$3.76T
$4.9M 1.78%
+48,225
JPM icon
11
JPMorgan Chase
JPM
$863B
$4.77M 1.73%
+48,909
XOM icon
12
Exxon Mobil
XOM
$499B
$4.57M 1.66%
+67,062
DVY icon
13
iShares Select Dividend ETF
DVY
$20.7B
$4.55M 1.65%
+50,958
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.21M 1.53%
+20,609
KMB icon
15
Kimberly-Clark
KMB
$34.2B
$4.12M 1.49%
+36,151
SO icon
16
Southern Company
SO
$101B
$3.66M 1.33%
+83,432
MRK icon
17
Merck
MRK
$215B
$3.65M 1.32%
+50,113
AMGN icon
18
Amgen
AMGN
$172B
$3.45M 1.25%
+17,742
PEP icon
19
PepsiCo
PEP
$195B
$3.31M 1.2%
+29,944
GD icon
20
General Dynamics
GD
$93.6B
$3.26M 1.18%
+20,748
MO icon
21
Altria Group
MO
$96.6B
$3.21M 1.16%
+65,075
T icon
22
AT&T
T
$176B
$3.15M 1.14%
+146,195
CVX icon
23
Chevron
CVX
$311B
$3.11M 1.13%
+28,593
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.51T
$2.96M 1.07%
+57,200
PM icon
25
Philip Morris
PM
$241B
$2.96M 1.07%
+44,359
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