SC

Soundwatch Capital Portfolio holdings

AUM $624M
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$9.7M
3
+$5.85M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.77M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M

Top Sells

1
+$173M
2
+$243K

Sector Composition

1 Technology 3.68%
2 Consumer Discretionary 0.23%
3 Communication Services 0.22%
4 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$223K 0.02%
+6,761
27
$213K 0.02%
+628
28
$211K 0.02%
+5,611
29
$211K 0.02%
+1,413
30
$209K 0.02%
+2,545
31
– –
-1,240
32
– –
0
1
2