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
401
$183K 0.02%
+16,171
402
$172K 0.01%
+11,000
403
$172K 0.01%
12,123
404
$163K 0.01%
13,546
-604
405
$158K 0.01%
13,970
-716
406
$23.9K ﹤0.01%
13,500
+1,000
407
$7.09K ﹤0.01%
+1,500
408
– –
-5,392
409
– –
-11,653
410
– –
-9,667
411
– –
-1,964
412
– –
-3,198
413
– –
-3,038
414
– –
-7,185
13 14 15 16
17