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
351
$272K 0.02%
5,200
+17
352
$272K 0.02%
7,111
-980
353
$272K 0.02%
3,786
+327
354
$268K 0.02%
2,330
+500
355
$267K 0.02%
5,911
-66
356
$267K 0.02%
14,442
+100
357
$266K 0.02%
2,873
+173
358
$266K 0.02%
14,669
+30
359
$262K 0.02%
5,257
-3,442
360
$261K 0.02%
+3,469
361
$260K 0.02%
2,915
-12
362
$259K 0.02%
+1,513
363
$258K 0.02%
+4,040
364
$257K 0.02%
3,965
-601
365
$257K 0.02%
4,702
+399
366
$253K 0.02%
+3,873
367
$253K 0.02%
1,048
-39
368
$245K 0.02%
2,002
-400
369
$242K 0.02%
+3,820
370
$241K 0.02%
+2,179
371
$241K 0.02%
+631
372
$240K 0.02%
+5,924
373
$240K 0.02%
+57
374
$240K 0.02%
1,407
375
$237K 0.02%
+5,841
13 14
15
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