SWM
Seaside Wealth Management Portfolio holdings
AUM
$314M
This Quarter Return
+0.89%
1 Year Return
+11.85%
3 Year Return
+39.4%
5 Year Return
–
10 Year Return
–
AUM
$241M
AUM Growth
+$241M
(+2.9%)
Cap. Flow
+$5.04M
Cap. Flow
% of AUM
2.09%
Top 10 Holdings %
Top 10 Hldgs %
85.83%
Holding
60
New
4
Increased
26
Reduced
17
Closed
2
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$4.74M |
| 2 |
Parsons
PSN
|
$836K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$624K |
| 4 |
Home Depot
HD
|
$207K |
| 5 |
Cisco
CSCO
|
$201K |
Sector Composition
| 1 | Technology | 1.08% |
| 2 | Financials | 0.66% |
| 3 | Consumer Staples | 0.46% |
| 4 | Healthcare | 0.34% |
| 5 | Energy | 0.24% |
