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Soundwatch Hedged Equity ETF (SHDG)

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ISINUS89832P1509
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2016
AUM$0.15 billion
ProviderSoundwatch Capital
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

Soundwatch Hedged Equity ETF Price Chart

Live Price (Delayed)
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Description

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 ("large-cap") indices, such as the S&P 500ยฎ Index.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ iShares Trust - iShares Core S&P 500 ETF
99.51%
๐Ÿ“ˆ First American Funds Inc. - Government Obligations Fund
0.76%

Sector Allocation

โšก Energy
3.20%
๐Ÿ”Œ Utilities
2.44%
๐Ÿ’Š Healthcare
9.75%
๐Ÿ’ป Technology
33.43%
๐Ÿ—๏ธ Industrials
7.77%
๐Ÿ˜๏ธ Real Estate
2.12%
๐Ÿ“Š Basic Materials
1.72%
๐Ÿ“Š Consumer Cyclicals
10.65%
๐Ÿ“Š Consumer Defensive
5.67%
๐Ÿ“Š Financial Services
13.51%
๐Ÿ“ก Communication Services
9.73%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
1.89%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
97.60%
๐Ÿ’ฐ Stock non-US
0.50%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month7.48%
3 Months-3.58%
6 Months-2.88%
1 Year6.44%
3 YearsN/A
5 YearsN/A
Since Inception42.53%

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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