SC
Soundwatch Capital Portfolio holdings
AUM
$624M
1-Year Est. Return
14.87%
1 Year Est. Return
+14.87%
AUM
$624M
AUM Growth
+$35.2M
(+6%)
Holding
152
Top Buys
| 1 | +$5.26M | |
| 2 | +$4.57M | |
| 3 | +$3.45M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$1.26M |
| 5 |
Goldman Sachs
GS
|
+$995K |
Top Sells
| 1 | +$7.7B | |
| 2 | +$1.33B | |
| 3 | +$827M | |
| 4 |
Texas Instruments
TXN
|
+$546M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$473M |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Financials | 0.16% |
| 3 | Healthcare | 0.09% |
| 4 | Consumer Discretionary | 0.07% |
| 5 | Consumer Staples | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Walmart
WMT
$913B
| – | – |
-913,559
|
|
||
152
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
| – | – |
-1,445
|
|