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
201
$839K 0.07%
1,760
+153
202
$832K 0.07%
10,000
+61
203
$819K 0.07%
1,725
+36
204
$816K 0.07%
+13,010
205
$808K 0.07%
50,347
+6,897
206
$805K 0.07%
6,886
+384
207
$800K 0.07%
1,033
+67
208
$795K 0.06%
2,800
+482
209
$776K 0.06%
22,480
+160
210
$773K 0.06%
3,149
+281
211
$765K 0.06%
13,318
+990
212
$744K 0.06%
4,772
+64
213
$741K 0.06%
3,862
-1
214
$739K 0.06%
7,688
+3,747
215
$738K 0.06%
4,252
+111
216
$737K 0.06%
13,954
+7,713
217
$736K 0.06%
6,969
+907
218
$719K 0.06%
12,778
+1,625
219
$716K 0.06%
17,170
220
$716K 0.06%
8,931
-397
221
$709K 0.06%
1,433
+348
222
$708K 0.06%
8,472
+2,890
223
$702K 0.06%
3,721
+1,637
224
$685K 0.06%
1,979
+9
225
$684K 0.06%
14,952
+1,274
7 8
9
10 11