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
51
$6.07M 0.5%
41,210
+3,609
52
$5.86M 0.48%
51,610
+3,121
53
$5.86M 0.48%
10,235
+2,255
54
$5.57M 0.45%
63,229
+7,849
55
$5.44M 0.44%
44,821
+24,287
56
$5.41M 0.44%
6,107
+890
57
$5.32M 0.43%
31,311
+2,705
58
$5.12M 0.42%
29,319
+1,218
59
$4.98M 0.41%
61,643
+25,467
60
$4.46M 0.36%
40,811
+946
61
$4.46M 0.36%
11,408
+1,650
62
$4.46M 0.36%
15,792
+2,223
63
$4.42M 0.36%
53,229
+20,857
64
$4.29M 0.35%
15,805
+3,110
65
$4.27M 0.35%
7,298
+977
66
$4.25M 0.35%
29,860
+967
67
$4.17M 0.34%
13,252
+3,905
68
$4.03M 0.33%
36,071
+321
69
$4.01M 0.33%
39,575
+7,656
70
$3.97M 0.32%
137,132
+14,679
71
$3.91M 0.32%
46,288
+1,830
72
$3.9M 0.32%
12,903
+1,490
73
$3.88M 0.32%
22,778
+2,250
74
$3.88M 0.32%
14,323
+8,046
75
$3.88M 0.32%
22,798
+1,384
1 2
3
4 5