Portfolio (Quarterly)
Guide ↗
Sound View Wealth Advisors Group, LLC
· CIK 0001784777| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | TECHNIPFMC PLC | — | 4,493.0 | $200K | 0.01% | NEW | — | $44.56 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
29.4%
Financial Services
17.4%
Healthcare
14.4%
Consumer Cyclical
8.3%
Consumer Defensive
7.5%
Industrials
7.2%
Communication Services
7.0%
Energy
3.9%
Utilities
3.3%
Real Estate
1.1%