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
$634M
AUM Growth
+$616M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$300M
2
+$266M
3
+$13.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.6M
5
VV icon
Vanguard Large-Cap ETF
VV
+$6.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.77%
2 Consumer Discretionary 0.21%
3 Healthcare 0.17%
4 Financials 0.14%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$328K 0.05%
+2,801
27
$308K 0.05%
+347
28
$293K 0.05%
+566
29
$285K 0.04%
+8,127
30
$273K 0.04%
+4,719
31
$235K 0.04%
+1,379
32
$219K 0.03%
+1,421
33
$217K 0.03%
+1,783
34
$205K 0.03%
+1,351
1
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