SHDG - Soundwatch Hedged Equity ETF Analysis | Stock Taper
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SHDG

Soundwatch Hedged Equity ETF
Soundwatch Hedged Equity ETF SoundWatch Capital
$32.55 0.16% (+0.05)

Managing Company SoundWatch Capital
Asset Under Management $167.81M
Inception Date Oct 25, 2022
Expense Ratio 0.53%
52w High $32.91
52w Low $23.31
Volume 1,453
Avg Volume 3,500
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
34.08%
Financial Services Financial Services
12.66%
Communication Services Communication Services
11.23%
Consumer Cyclical Consumer Cyclical
10.59%
Healthcare Healthcare
9.44%
Industrials Industrials
7.95%
Consumer Defensive Consumer Defensive
5.00%
Energy Energy
3.17%
Utilities Utilities
2.25%
Real Estate Real Estate
1.85%
Basic Materials Basic Materials
1.77%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
97.72%
Other
2.28%

Holdings (Top 20)

This ETF does not hold any stocks listed on the NYSE or NASDAQ exchanges.