SC
Soundwatch Capital Portfolio holdings
AUM
$588M
This Quarter Return
-5.24%
1 Year Return
+12.03%
3 Year Return
+65.47%
5 Year Return
+97.02%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-76%)
Cap. Flow
-$329M
Cap. Flow
% of AUM
-296.6%
Top 10 Holdings %
Top 10 Hldgs %
99.59%
Holding
35
New
–
Increased
1
Reduced
7
Closed
22
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.92K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$213M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$81.3M |
| 3 |
Apple
AAPL
|
$10.9M |
| 4 |
Invesco QQQ Trust
QQQ
|
$5.56M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$3.22M |
Sector Composition
| 1 | Technology | 1.67% |
| 2 | Financials | 0.53% |
| 3 | Communication Services | 0% |
| 4 | Consumer Discretionary | 0% |
| 5 | Consumer Staples | 0% |
