SC

Soundwatch Capital Portfolio holdings

AUM $645M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.89B
2
+$6.35B
3
+$1.49B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.15B
5
TMO icon
Thermo Fisher Scientific
TMO
+$833M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.1%
2 Financials 8.48%
3 Industrials 5.54%
4 Healthcare 4.63%
5 Consumer Discretionary 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.4%
+3,951
52
$2.24M 0.38%
+4,850
53
$2.16M 0.37%
+3,486
54
$1.98M 0.34%
+1,992,091
55
$1.96M 0.33%
+945,530
56
$1.86M 0.32%
+3,022
57
$1.81M 0.31%
+3,923
58
$1.71M 0.29%
2,553
+2,206
59
$1.63M 0.28%
+1,612,402
60
$1.57M 0.27%
+2,551
61
$1.56M 0.27%
+3,021
62
$1.54M 0.26%
+1,535,440
63
$1.53M 0.26%
+2,785
64
$1.5M 0.26%
+1,518,080
65
$1.48M 0.25%
+1,467,429
66
$1.47M 0.25%
+5,171
67
$1.46M 0.25%
+215,020
68
$1.44M 0.24%
+2,325
69
$1.42M 0.24%
+1,430,039
70
$1.34M 0.23%
+1,216,719
71
$1.28M 0.22%
4,194
+425
72
$1.16M 0.2%
+2,446
73
$1.16M 0.2%
+1,877
74
$1.03M 0.17%
1,938
+139
75
$1M 0.17%
+1,618
1 2
3
4 5