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
251
$516K 0.04%
8,891
+1,909
252
$509K 0.04%
2,305
-1,006
253
$502K 0.04%
15,304
-1,164
254
$494K 0.04%
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255
$494K 0.04%
4,284
+823
256
$488K 0.04%
1,381
+79
257
$486K 0.04%
+9,910
258
$483K 0.04%
7,786
+664
259
$470K 0.04%
3,363
+312
260
$469K 0.04%
149
+1
261
$469K 0.04%
1,687
+162
262
$469K 0.04%
5,686
+212
263
$465K 0.04%
5,954
+139
264
$462K 0.04%
3,386
-1,952
265
$459K 0.04%
7,073
-490
266
$458K 0.04%
550
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267
$458K 0.04%
6,257
+1,345
268
$450K 0.04%
9,680
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269
$449K 0.04%
3,594
+1,715
270
$446K 0.04%
10,638
+1,280
271
$444K 0.04%
902
+3
272
$441K 0.04%
1,571
+89
273
$440K 0.04%
7,789
+700
274
$439K 0.04%
1,939
+4
275
$439K 0.04%
2,730
+133
9 10
11
12 13