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
376
$233K 0.02%
2,465
+356
377
$232K 0.02%
+17,736
378
$232K 0.02%
+1,127
379
$231K 0.02%
1,938
+99
380
$230K 0.02%
+3,178
381
$229K 0.02%
+3,781
382
$226K 0.02%
+1,164
383
$223K 0.02%
3,457
+175
384
$223K 0.02%
+876
385
$221K 0.02%
+2,272
386
$219K 0.02%
+1,157
387
$219K 0.02%
+3,013
388
$218K 0.02%
+1,200
389
$218K 0.02%
+15,500
390
$218K 0.02%
+8,746
391
$217K 0.02%
+9,395
392
$216K 0.02%
+3,699
393
$213K 0.02%
+2,757
394
$211K 0.02%
+4,202
395
$210K 0.02%
+1,170
396
$207K 0.02%
+1,268
397
$203K 0.02%
+737
398
$202K 0.02%
+634
399
$202K 0.02%
+3,112
400
$192K 0.02%
+35,000
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