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
1
$71.9M 5.87%
308,775
+80,313
2
$40.1M 3.28%
1,599,171
+539,795
3
$37.4M 3.06%
86,981
+9,706
4
$29.1M 2.38%
1,198,154
+255,214
5
$26.2M 2.14%
215,789
+31,307
6
$24.4M 1.99%
27,564
+920
7
$24M 1.96%
950,120
+145,619
8
$23.4M 1.91%
961,816
+197,138
9
$23.1M 1.88%
772,233
+179,410
10
$22.7M 1.85%
1,002,012
+63,201
11
$20.8M 1.69%
73,321
+21,113
12
$20.6M 1.68%
806,748
+161,497
13
$20.4M 1.67%
38,713
+6,283
14
$18.2M 1.48%
91,709
+7,120
15
$16.9M 1.38%
598,566
+56,223
16
$16.3M 1.33%
87,224
+15,976
17
$15.9M 1.3%
676,437
+173,588
18
$15.8M 1.29%
26,968
+3,773
19
$15.5M 1.26%
89,396
+7,236
20
$15M 1.23%
30,786
+6,439
21
$14.3M 1.17%
646,385
+151,981
22
$13.8M 1.13%
205,749
+29,180
23
$13.8M 1.13%
651,055
+147,923
24
$13.8M 1.12%
33,998
+3,005
25
$13.4M 1.1%
63,751
+7,624
1
2 3 4 5