SC
Soundwatch Capital Portfolio holdings
AUM
$588M
This Quarter Return
+0.13%
1 Year Return
+12.03%
3 Year Return
+65.47%
5 Year Return
+97.02%
10 Year Return
–
AUM
$368M
AUM Growth
+$368M
(+266%)
Cap. Flow
+$53.1M
Cap. Flow
% of AUM
14.45%
Top 10 Holdings %
Top 10 Hldgs %
97.97%
Holding
32
New
23
Increased
4
Reduced
1
Closed
1
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$192M |
| 2 |
Apple
AAPL
|
$9.7M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$5.85M |
| 4 |
Invesco QQQ Trust
QQQ
|
$5.77M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.55M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$173M |
| 2 |
iShares S&P 100 ETF
OEF
|
$243K |
Sector Composition
| 1 | Technology | 3.68% |
| 2 | Consumer Discretionary | 0.23% |
| 3 | Communication Services | 0.22% |
| 4 | Industrials | 0.09% |
