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
326
$318K 0.03%
6,105
327
$316K 0.03%
8,646
-417
328
$313K 0.03%
+3,210
329
$311K 0.03%
4,952
+473
330
$309K 0.03%
976
+8
331
$307K 0.03%
+4,109
332
$306K 0.03%
+4,176
333
$301K 0.02%
+3,857
334
$295K 0.02%
2,733
335
$290K 0.02%
5,039
-361
336
$289K 0.02%
1,803
337
$289K 0.02%
1,927
+82
338
$288K 0.02%
4,938
339
$287K 0.02%
2,057
-280
340
$287K 0.02%
1,964
+49
341
$284K 0.02%
4,919
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342
$283K 0.02%
3,385
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343
$281K 0.02%
1,121
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344
$280K 0.02%
+810
345
$278K 0.02%
538
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346
$276K 0.02%
1,265
-225
347
$276K 0.02%
7,291
348
$276K 0.02%
1,548
+94
349
$275K 0.02%
+3,288
350
$275K 0.02%
1,066
+256
12 13
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