SHDG - Soundwatch Hedged Equity ETF ETF Analysis | Stock Taper
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SHDG

Soundwatch Hedged Equity ETF
Soundwatch Hedged Equity ETF SoundWatch Capital
$32.69 -0.20% (-0.06)

Managing Company SoundWatch Capital
Asset Under Management $167.81M
Inception Date Oct 25, 2022
Expense Ratio 0.53%
52w High $32.84
52w Low $23.31
Volume 9,304
Avg Volume 3,009
Asset Class Equity

About Soundwatch Hedged Equity ETF

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds ("ETFs") that track U.S. large-capitalization...

SECTOR HOLDINGS

Technology Technology
35.11%
Financial Services Financial Services
12.76%
Communication Services Communication Services
11.07%
Consumer Cyclical Consumer Cyclical
10.39%
Healthcare Healthcare
9.95%
Industrials Industrials
7.36%
Consumer Defensive Consumer Defensive
4.84%
Energy Energy
2.81%
Utilities Utilities
2.35%
Real Estate Real Estate
1.88%
Basic Materials Basic Materials
1.49%

ASSET ALLOCATION BY REGION

United States flag United States
97.95%
Other
2.06%

Holdings (Top 20)

No holdings data available.