SVWAG

Sound View Wealth Advisors Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$13.5M
3
+$6.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.98M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$5.36M

Top Sells

1
+$468K
2
+$452K
3
+$315K
4
XJH icon
iShares ESG Screened S&P Mid-Cap ETF
XJH
+$284K
5
BUFG icon
FT Vest Buffered Allocation Growth ETF
BUFG
+$270K

Sector Composition

1 Technology 15.69%
2 Healthcare 8.94%
3 Financials 5.89%
4 Consumer Staples 5.61%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$677K 0.06%
17,373
-1,657
227
$667K 0.05%
7,140
228
$656K 0.05%
2,800
+388
229
$649K 0.05%
27,702
230
$648K 0.05%
6,154
+740
231
$644K 0.05%
3,862
+516
232
$643K 0.05%
6,698
+13
233
$637K 0.05%
28,945
+4,225
234
$632K 0.05%
19,091
235
$606K 0.05%
6,252
+204
236
$599K 0.05%
6,817
+416
237
$596K 0.05%
1,146
+56
238
$595K 0.05%
5,709
+1,211
239
$589K 0.05%
9,462
240
$562K 0.05%
15,996
+7,223
241
$560K 0.05%
7,269
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242
$554K 0.05%
3,172
243
$547K 0.04%
8,776
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244
$544K 0.04%
6,157
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245
$543K 0.04%
9,330
-230
246
$535K 0.04%
4,419
-57
247
$534K 0.04%
+11,055
248
$528K 0.04%
1,830
+110
249
$526K 0.04%
1,518
+38
250
$520K 0.04%
5,325
-1,300
8 9
10
11 12