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
151
$1.42M 0.12%
2,892
+92
152
$1.41M 0.12%
28,458
+3,241
153
$1.4M 0.11%
4,117
+962
154
$1.38M 0.11%
2
155
$1.38M 0.11%
10,297
+227
156
$1.33M 0.11%
8,096
+1,830
157
$1.33M 0.11%
+120,000
158
$1.32M 0.11%
56,151
-7,157
159
$1.3M 0.11%
29,533
+3,958
160
$1.3M 0.11%
13,253
+100
161
$1.27M 0.1%
14,281
-97
162
$1.27M 0.1%
1,793
+148
163
$1.26M 0.1%
44,340
+19,436
164
$1.25M 0.1%
13,006
+1,500
165
$1.24M 0.1%
7,262
+1,220
166
$1.23M 0.1%
8,036
+1,069
167
$1.18M 0.1%
3,549
-87
168
$1.16M 0.1%
27,225
+4,008
169
$1.14M 0.09%
11,165
+177
170
$1.11M 0.09%
12,144
+2,255
171
$1.07M 0.09%
6,011
+978
172
$1.07M 0.09%
5,628
+1,272
173
$1.06M 0.09%
3,559
+302
174
$1.04M 0.08%
+2,207
175
$1.03M 0.08%
14,344
+2,768
5 6
7
8 9