SSWM
Strait & Sound Wealth Management Portfolio holdings
AUM
$261M
1-Year Est. Return
23.48%
1 Year Est. Return
+23.48%
AUM
$261M
AUM Growth
+$25.2M
(+11%)
Holding
151
Top Buys
| 1 | +$3.44M | |
| 2 | +$1.34M | |
| 3 | +$1.05M | |
| 4 |
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
|
+$532K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$293K |
Top Sells
| 1 | +$1.32M | |
| 2 | +$295K | |
| 3 | +$278K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$233K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$223K |
Sector Composition
| 1 | Technology | 28.71% |
| 2 | Consumer Discretionary | 6.97% |
| 3 | Financials | 6.71% |
| 4 | Communication Services | 5.5% |
| 5 | Consumer Staples | 4.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
| – | – |
-2,639
|
|