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
26
$13.2M 1.08%
81,374
+3,442
27
$11.4M 0.93%
43,512
+7,503
28
$11.3M 0.92%
57,376
+3,352
29
$10.9M 0.89%
174,283
+15,749
30
$10.9M 0.89%
65,226
+6,585
31
$10.5M 0.86%
24,835
+2,527
32
$10.2M 0.83%
17,827
+3,033
33
$10.2M 0.83%
424,207
+53,512
34
$9.14M 0.75%
28,364
+3,038
35
$8.82M 0.72%
19,165
+1,692
36
$8.71M 0.71%
28,591
+2,803
37
$8.6M 0.7%
49,861
+4,331
38
$8.48M 0.69%
22,590
+3,666
39
$8.39M 0.69%
116,788
+4,087
40
$8.29M 0.68%
91,922
+4,603
41
$8.29M 0.68%
36,718
+11,638
42
$7.86M 0.64%
67,028
+7,119
43
$7.77M 0.63%
96,187
+12,920
44
$7.76M 0.63%
60,529
+9,083
45
$7.29M 0.59%
250,262
+1,800
46
$6.89M 0.56%
44,765
+14,352
47
$6.81M 0.56%
30,792
+4,054
48
$6.69M 0.55%
89,105
-16
49
$6.68M 0.55%
40,277
+5,841
50
$6.45M 0.53%
23,464
+2,798
1
2
3 4 5