SHDG

SoundWatch Capital$32.50+0.04 (+0.11%)
AUM $167.8MER 0.53%NAV $32.10Holdings

Price Chart

Key Statistics

Previous Close

$32.46

Day Range

$32.50$32.50

52-Week Range

$29.21$32.84

Avg Volume

3.2K

Dividend Yield

0.50%

Expense Ratio

0.53%

AUM

$167.8M

Shares Outstanding

5.0M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology36.17%
Financial Services11.86%
Communication Services10.92%
Consumer Cyclical10.12%
Healthcare8.40%
Industrials8.14%
Consumer Defensive4.87%
Energy3.52%
Utilities2.31%
Real Estate1.91%
Basic Materials1.77%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States107.28%

Fund Information

Category
Technology
Inception Date
Oct 25, 2022
Exchange
BATS
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 500 Index.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.20T
VOOVanguard S&P 500 ETF$1.60T
IVViShares Core S&P 500 ETF$832.92B
SPYState Street SPDR S&P 500 ETF Trust$789.87B
QQQInvesco QQQ Trust, Series 1$492.97B

The Soundwatch Hedged Equity ETF (SHDG) is an exchange-traded fund issued by SoundWatch Capital that launched on Oct 25, 2022. It currently manages $167.8M in assets under management. The fund charges an expense ratio of 0.53%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+0.11%
1W
-0.03%
1M
+0.59%
3M
+2.54%
6M
+0.80%
YTD
+0.77%
1Y
+10.65%
3Y
+37.62%
5Y
+57.43%

Moving Averages

20-Day MA

$32.50

Above 20-Day MA
50-Day MA

$32.11

Above 50-Day MA
200-Day MA

$32.01

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.84

Current Price

$32.50

52-Week Low

$29.21

$29.21$32.84

Current Yield

0.50%

Annual Dividend

$0.6439

Frequency

1x/year

Last Ex-Date

Dec 29, 2025

Dividend History

Ex-DateAmountPay Date
Dec 29, 2025$0.1599Dec 31, 2025
Dec 27, 2024$0.1802Dec 30, 2024
Dec 21, 2023$0.3039Dec 26, 2023

Dividend Payments Over Time

Category Comparison

MetricSHDGTechnology(1481 ETFs)S&P 500(474 ETFs)
Fund Info
Expense Ratio0.53%0.63%0.71%
AUM$167.8M$7.60B$10.03B
Dividend Yield0.50%2.94%3.95%
Avg Volume3.2K735.4K1.1M
Holdings203107
Performance
1-Month Return+0.68%+1.82%+0.09%
6-Month Return+0.58%+13.60%+4.59%
YTD Return+0.86%+15.02%+4.85%
1-Year Return+10.83%+33.05%+12.70%

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