SSWM
Strait & Sound Wealth Management Portfolio holdings
AUM
$235M
This Quarter Return
+5.48%
1 Year Return
+18.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.6M
AUM Growth
–
Cap. Flow
+$91.6M
Cap. Flow
% of AUM
99.98%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
110
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.18M |
| 2 |
Microsoft
MSFT
|
$7.79M |
| 3 |
Amazon
AMZN
|
$4.05M |
| 4 |
Visa
V
|
$3.49M |
| 5 |
Costco
COST
|
$2.93M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 27.13% |
| 2 | Consumer Discretionary | 11.3% |
| 3 | Financials | 10.75% |
| 4 | Consumer Staples | 7.51% |
| 5 | Healthcare | 5.5% |
