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SSWM

Strait & Sound Wealth Management Portfolio holdings

AUM $262M
1-Year Est. Return 22.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.15M
3
+$625K
4
SBUX icon
Starbucks
SBUX
+$479K
5
PPI icon
AXS Astoria Inflation Sensitive ETF
PPI
+$470K

Top Sells

1
+$4.23M
2
+$754K
3
+$440K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$425K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$400K

Sector Composition

1 Technology 25.37%
2 Consumer Discretionary 8.09%
3 Financials 6.76%
4 Consumer Staples 4.62%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,180
152
– –
-24,941
153
– –
-3,810
154
– –
-2,740
155
– –
-3,594
156
– –
-2,674
157
– –
-5,638
3 4 5 6
7