SSWM
Strait & Sound Wealth Management Portfolio holdings
AUM
$235M
This Quarter Return
-2.92%
1 Year Return
+18.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
+$215M
(-0.17%)
Cap. Flow
+$8.31M
Cap. Flow
% of AUM
3.87%
Top 10 Holdings %
Top 10 Hldgs %
46.01%
Holding
157
New
12
Increased
69
Reduced
45
Closed
14
Top Buys
Top Sells
| 1 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$4.83M |
| 2 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
$4.12M |
| 3 |
Palantir
PLTR
|
$1.12M |
| 4 |
Exact Sciences
EXAS
|
$1.08M |
| 5 |
Verizon
VZ
|
$810K |
Sector Composition
| 1 | Technology | 25.71% |
| 2 | Consumer Discretionary | 7.63% |
| 3 | Financials | 7.47% |
| 4 | Consumer Staples | 4.91% |
| 5 | Communication Services | 3.88% |
