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
301
$381K 0.03%
+3,500
302
$371K 0.03%
4,500
303
$369K 0.03%
1,588
+210
304
$368K 0.03%
2,797
+571
305
$365K 0.03%
4,597
+47
306
$365K 0.03%
934
+150
307
$358K 0.03%
9,983
+2,305
308
$354K 0.03%
+4,300
309
$353K 0.03%
5,459
310
$352K 0.03%
5,936
+344
311
$349K 0.03%
+1,341
312
$345K 0.03%
2,736
-3,708
313
$342K 0.03%
7,700
314
$342K 0.03%
13,666
+3,024
315
$340K 0.03%
1,579
+79
316
$338K 0.03%
2,394
+200
317
$337K 0.03%
3,254
+1,119
318
$334K 0.03%
+1,015
319
$332K 0.03%
5,027
+912
320
$331K 0.03%
1,023
+6
321
$326K 0.03%
+3,203
322
$325K 0.03%
15,959
323
$325K 0.03%
8,987
+344
324
$322K 0.03%
1,188
+228
325
$322K 0.03%
1,204
+11
11 12
13
14 15