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
76
$3.88M 0.32%
90,462
+16,728
77
$3.75M 0.31%
73,553
+36,939
78
$3.62M 0.3%
141,144
+5,423
79
$3.6M 0.29%
9,385
+1,071
80
$3.59M 0.29%
134,554
+4,903
81
$3.44M 0.28%
66,527
+4,963
82
$3.42M 0.28%
12,486
+2,577
83
$3.27M 0.27%
125,369
+3,543
84
$3.22M 0.26%
70,606
+14,950
85
$3.21M 0.26%
5,556
+2,149
86
$3.16M 0.26%
75,744
+10,601
87
$3.14M 0.26%
15,187
+1,903
88
$3.13M 0.26%
69,648
+3,273
89
$3.11M 0.25%
27,243
+3,975
90
$3.08M 0.25%
12,653
+372
91
$3.06M 0.25%
15,677
+3,096
92
$3.04M 0.25%
33,763
+2,307
93
$3.01M 0.25%
17,958
+7,247
94
$3M 0.25%
13,586
+2,724
95
$2.94M 0.24%
132,887
+16,541
96
$2.93M 0.24%
24,211
+2,405
97
$2.91M 0.24%
11,474
+1,504
98
$2.84M 0.23%
38,486
+596
99
$2.81M 0.23%
57,763
+2,121
100
$2.8M 0.23%
10,112
+136
2 3
4
5 6