Total Holdings
10
Portfolio diversification across 10 positions
SHDG
(BATS)Soundwatch Hedged Equity ETF
$30.85-- (--)
Loading... - Market loading
SHDG ETF Holdings: Soundwatch Hedged Equity ETF
Complete portfolio holdings with allocation weights, sector breakdown, and geographic exposure for this Equity ETF. Analyze fund diversification and concentration.
Assets Under Management
$163.62M
Total fund assets
Expense Ratio
0.53%
Annual management fee
Fund Issuer
SoundWatch Capital
BATS
Portfolio Allocations
Distribution breakdown by sector, asset type, and geographic region. Understand the fund's diversification strategy across markets and asset classes.
Loading chart...
Top 4 Holdings by Portfolio Weight
View ticker symbols, company names, asset types, and allocation percentages for each position
Scroll to see more
| # | Symbol | Name | Type | Weight |
|---|---|---|---|---|
| 1 | # #IVV | iShares Core S&P 500 ETF | Stock | 98.21% |
| 2 | B BMV:IVV | iShares Trust - iShares Core S&P 500 ETF | Cash | 97.65% |
| 3 | M MUTF:FGXXX | First American Government Obligations Fund | Stock | 1.89% |
| 4 | N NMFQS:FGXXX | - | Cash | 1.79% |
Frequently Asked Questions About Soundwatch Hedged Equity ETF Holdings
What are the top holdings in SHDG?
Soundwatch Hedged Equity ETF (SHDG) holds 10 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.
How concentrated is SHDG's portfolio?
Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review SHDG's holdings table to analyze concentration risk.
What is SHDG's sector allocation?
The Sector Allocation chart shows how SHDG distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.
What countries does SHDG invest in?
SHDG's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.
How diversified is SHDG ETF?
SHDG's diversification can be assessed by reviewing its 10 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.