SWM

Seaside Wealth Management Portfolio holdings

AUM $337M
1-Year Est. Return 11.87%
This Quarter Est. Return
1 Year Est. Return
+11.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$19.4M
3
+$8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.64M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.15%
2 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$403K 0.31%
+13,066
27
$378K 0.29%
+3,714
28
$365K 0.28%
+8,062
29
$360K 0.27%
+6,936
30
$340K 0.26%
+4,489
31
$309K 0.23%
+3,861
32
$308K 0.23%
+3,971
33
$290K 0.22%
+3,004
34
$287K 0.22%
+4,835
35
$274K 0.21%
+5,754
36
$273K 0.21%
+5,319
37
$268K 0.2%
+953
38
$265K 0.2%
+3,043
39
$260K 0.2%
+5,420
40
$257K 0.19%
+15,852
41
$243K 0.18%
+4,983
42
$241K 0.18%
+4,715
43
$240K 0.18%
+8,112
44
$226K 0.17%
+5,095
45
$224K 0.17%
+4,463
46
$222K 0.17%
+5,231
47
$222K 0.17%
+3,781
48
$209K 0.16%
+2,197
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