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SSWM
Strait & Sound Wealth Management Portfolio holdings
AUM
$262M
1-Year Est. Return
22.03%
This Fund
S&P 500
1 Year Est. Return
+22.03%
AUM
$215M
AUM Growth
+$9.55M
(+4.6%)
Holding
151
Top Buys
| 1 | +$2.91M | |
| 2 | +$1.43M | |
| 3 | +$1.07M | |
| 4 |
Palantir
PLTR
|
+$1.03M |
| 5 |
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
|
+$1.01M |
Top Sells
| 1 | +$2.45M | |
| 2 | +$1.22M | |
| 3 | +$1.05M | |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$996K |
| 5 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$801K |
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% |