SHDG - Soundwatch Hedged Equity ETF Analysis | Stock Taper
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SHDG

Soundwatch Hedged Equity ETF
Soundwatch Hedged Equity ETF SoundWatch Capital
$33.01 0.36% (+0.12)

Managing Company SoundWatch Capital
Asset Under Management $167.81M
Inception Date Oct 25, 2022
Expense Ratio 0.53%
52w High $33.01
52w Low $30.02
Volume 4,047
Avg Volume 4,527
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
38.45%
Financial Services Financial Services
11.03%
Communication Services Communication Services
10.84%
Consumer Cyclical Consumer Cyclical
10.01%
Healthcare Healthcare
8.39%
Industrials Industrials
7.87%
Consumer Defensive Consumer Defensive
4.60%
Energy Energy
3.17%
Utilities Utilities
2.12%
Real Estate Real Estate
1.83%
Basic Materials Basic Materials
1.68%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
97.34%
Other
2.66%

Holdings (Top 20)

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