SC

Soundwatch Capital Portfolio holdings

AUM $588M
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$211M
2 +$78.9M
3 +$10.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.23M
5
SHDG icon
Soundwatch Hedged Equity ETF
SHDG
+$8.12M

Top Sells

1 +$1.71M
2 +$789K
3 +$393K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$357K
5
KO icon
Coca-Cola
KO
+$272K

Sector Composition

1 Technology 2.75%
2 Healthcare 0.2%
3 Financials 0.13%
4 Consumer Discretionary 0.05%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-260
27
-400
28
-41
29
-352