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
101
$2.78M 0.23%
70,185
+5,115
102
$2.77M 0.23%
108,698
+3,834
103
$2.74M 0.22%
3,087
+763
104
$2.72M 0.22%
26,111
+5,703
105
$2.72M 0.22%
47,889
+1,425
106
$2.71M 0.22%
6,670
+1,327
107
$2.7M 0.22%
269,062
+1,880
108
$2.7M 0.22%
4,359
+302
109
$2.69M 0.22%
16,628
+1,089
110
$2.62M 0.21%
4,220
+759
111
$2.57M 0.21%
9,760
+202
112
$2.57M 0.21%
24,051
+1,247
113
$2.56M 0.21%
22,190
+2,007
114
$2.42M 0.2%
72,787
-2,176
115
$2.41M 0.2%
32,676
+22,474
116
$2.4M 0.2%
45,614
-399
117
$2.29M 0.19%
42,991
+2,377
118
$2.26M 0.18%
8,609
-37
119
$2.19M 0.18%
21,356
+1,390
120
$2.15M 0.18%
2,044
+83
121
$2.11M 0.17%
23,940
+6,372
122
$2.1M 0.17%
24,441
+5,626
123
$2.09M 0.17%
3,582
+79
124
$2.08M 0.17%
80,981
+3,873
125
$2.02M 0.16%
7,517
+1,594
3 4
5
6 7