SSWM

Strait & Sound Wealth Management Portfolio holdings

AUM $235M
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Sector Composition

1 Technology 27.1%
2 Consumer Discretionary 8.84%
3 Financials 6.85%
4 Consumer Staples 4.66%
5 Communication Services 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,320