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
126
$1.98M 0.16%
14,136
+331
127
$1.9M 0.15%
24,295
+2,646
128
$1.82M 0.15%
8,772
+175
129
$1.81M 0.15%
6,159
+1,557
130
$1.81M 0.15%
+106,380
131
$1.8M 0.15%
9,464
+2,326
132
$1.78M 0.15%
4,924
+1,000
133
$1.75M 0.14%
8,461
+1,012
134
$1.75M 0.14%
68,506
+3,079
135
$1.7M 0.14%
6,834
+3,041
136
$1.67M 0.14%
14,182
+3,171
137
$1.66M 0.14%
3,984
+89
138
$1.65M 0.13%
19,298
+3,172
139
$1.61M 0.13%
39,126
+9,887
140
$1.55M 0.13%
13,107
+981
141
$1.54M 0.13%
40,513
+3,001
142
$1.54M 0.13%
1,619
+63
143
$1.53M 0.13%
3,300
+320
144
$1.51M 0.12%
19,435
+588
145
$1.5M 0.12%
8,325
+1,685
146
$1.5M 0.12%
25,937
+8,849
147
$1.49M 0.12%
18,250
+770
148
$1.46M 0.12%
15,225
+2,176
149
$1.44M 0.12%
10,656
+62
150
$1.43M 0.12%
7,747
+90
4 5
6
7 8