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
176
$1.02M 0.08%
21,341
+3,610
177
$998K 0.08%
4,049
-44
178
$997K 0.08%
8,473
+1,284
179
$986K 0.08%
15,655
+151
180
$981K 0.08%
4,137
+213
181
$945K 0.08%
8,752
+1,177
182
$941K 0.08%
6,462
+820
183
$931K 0.08%
7,043
-30
184
$927K 0.08%
1,037
+150
185
$925K 0.08%
1,751
-16
186
$925K 0.08%
6,764
+163
187
$924K 0.08%
7,879
-100
188
$918K 0.08%
3,827
+1,079
189
$914K 0.07%
10,030
+4,567
190
$906K 0.07%
5,393
191
$903K 0.07%
8,109
+1,422
192
$895K 0.07%
4,427
+330
193
$885K 0.07%
21,106
+2,497
194
$884K 0.07%
10,540
+906
195
$883K 0.07%
1,788
+406
196
$880K 0.07%
23,935
-12,282
197
$879K 0.07%
8,090
-399
198
$864K 0.07%
10,733
+2,284
199
$848K 0.07%
8,164
+234
200
$847K 0.07%
5,010
+132
6 7
8
9 10