SSWM
Strait & Sound Wealth Management Portfolio holdings
AUM
$261M
1-Year Est. Return
23.48%
1 Year Est. Return
+23.48%
AUM
$235M
AUM Growth
+$20.4M
(+9.5%)
Holding
152
Top Buys
| 1 | +$955K | |
| 2 | +$923K | |
| 3 | +$884K | |
| 4 |
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
|
+$769K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$589K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$856K | |
| 3 | +$558K | |
| 4 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
+$491K |
| 5 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$465K |
Sector Composition
| 1 | Technology | 26.82% |
| 2 | Consumer Discretionary | 7.67% |
| 3 | Financials | 7.14% |
| 4 | Consumer Staples | 4.75% |
| 5 | Communication Services | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Chevron
CVX
$312B
| – | – |
-1,259
|
|
||
152
CMS Energy
CMS
$22.8B
| – | – |
-3,393
|
|