SHDG
Soundwatch Hedged Equity ETF
1W: -0.1%
1M: +0.6%
3M: +2.5%
YTD: +4.1%
1Y: +6.0%
3Y: +48.1%
$33.66
+0.17 (+0.51%)
Pre-Market: $34.09 (+0.43, +1.28%)
Weekly Expected Move ±1.5%
$33
$33
$34
$34
$35
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$167M
Holdings1
Top 10 Wt97.2%
Volume4
Avg Volume6,875
Beta0.71
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2022-10-25
Sector Allocation
Financial Services
97.2%
Other
2.8%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | iShares Core S&P 500 ETF | IVV | 97.19% | $152.8M | 197,682 |
| 2 | First American Government Obligations Fund 12/01/2031 | — | 2.48% | $3.9M | 3,896,446 |
| 3 | SPXW US 12/31/26 P7310 | — | 1.14% | $1.8M | 204 |
| 4 | Cash & Other | — | 0.18% | $284,271 | 284,271 |
| 5 | SPXW US 12/31/26 C7570 | — | 0.14% | $214,200 | 6 |
| 6 | SPXW US 12/31/26 P7570 | — | -0.05% | $-82,440 | -6 |
| 7 | SPXW US 12/31/26 P6650 | — | -0.44% | $-695,640 | -204 |
| 8 | SPXW US 12/31/26 C8210 | — | -0.63% | $-986,340 | -204 |