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
276
$435K 0.04%
6,957
+1,583
277
$434K 0.04%
12,079
-1,853
278
$433K 0.04%
2,641
+108
279
$432K 0.04%
11,205
+3,260
280
$432K 0.04%
3,371
+1,195
281
$422K 0.03%
5,195
282
$421K 0.03%
3,661
283
$420K 0.03%
13,327
+1,650
284
$420K 0.03%
3,488
-1,948
285
$419K 0.03%
3,810
+79
286
$417K 0.03%
6,576
+2,740
287
$412K 0.03%
9,081
+1,234
288
$412K 0.03%
+3,276
289
$409K 0.03%
3,938
+86
290
$408K 0.03%
8,405
-913
291
$407K 0.03%
+17,209
292
$400K 0.03%
+17,640
293
$398K 0.03%
37,644
+1,953
294
$395K 0.03%
6,372
+2,347
295
$391K 0.03%
6,778
-12
296
$388K 0.03%
750
+85
297
$388K 0.03%
11,450
+567
298
$386K 0.03%
1,410
+191
299
$385K 0.03%
1,917
-1
300
$382K 0.03%
4,229
+20
10 11
12
13 14