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
126
$292K 0.05%
+638
127
$277K 0.05%
+449
128
$269K 0.05%
+262,029
129
$255K 0.04%
+254,019
130
$246K 0.04%
+397
131
$242K 0.04%
+403
132
$231K 0.04%
+375
133
$230K 0.04%
4,232
+13
134
$226K 0.04%
+372
135
$226K 0.04%
+1,640
136
$218K 0.04%
+5,610
137
$210K 0.04%
1,445
+24
138
$192K 0.03%
+18,600
139
$165K 0.03%
+158,065
140
$148K 0.03%
+145,053
141
$128K 0.02%
+62,657
142
$105K 0.02%
+105,031
143
$81.9K 0.01%
+43,100
144
$71.8K 0.01%
+71,110
145
$51.7K 0.01%
+52,001
146
$42.8K 0.01%
+39,404
147
$24K ﹤0.01%
+24,003
2 3 4 5
6