SSWM
Strait & Sound Wealth Management Portfolio holdings
AUM
$235M
1-Year Est. Return
18.14%
1 Year Est. Return
+18.14%
AUM
$215M
AUM Growth
-$376K
(-0.17%)
Holding
157
Top Buys
| 1 | +$2.11M | |
| 2 | +$1.57M | |
| 3 | +$1.41M | |
| 4 |
Apple
AAPL
|
+$1.24M |
| 5 |
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
|
+$907K |
Top Sells
| 1 | +$4.83M | |
| 2 | +$4.12M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
WisdomTree India Earnings Fund ETF
EPI
$2.93B
| – | – |
-15,614
|
|
||
|
152
Exact Sciences
EXAS
$11.6B
| – | – |
-19,260
|
|
||
153
Corning
GLW
$72.4B
| – | – |
-4,630
|
|
||
154
iShares Latin America 40 ETF
ILF
$1.86B
| – | – |
-22,448
|
|
||
155
Travelers Companies
TRV
$58.4B
| – | – |
-1,043
|
|
||
156
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
| – | – |
-4,237
|
|
||
|
MTTR
157
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| – | – |
-110,000
|
|