SC
Soundwatch Capital Portfolio holdings
AUM
$588M
1-Year Return
12.03%
This Quarter Return
+9.25%
1 Year Return
+12.03%
3 Year Return
+65.47%
5 Year Return
+97.02%
10 Year Return
–
AUM
$588M
AUM Growth
+$369M
(+168%)
Cap. Flow
+$533M
Cap. Flow
% of AUM
90.6%
Top 10 Holdings %
Top 10 Hldgs %
57.73%
Holding
147
New
118
Increased
27
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$139M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$61.8M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$28.8M |
| 4 |
Arch Capital
ACGL
|
+$13.4M |
| 5 |
Northrop Grumman
NOC
|
+$12.8M |
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% |
