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
$241M
AUM Growth
+$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.7M
3
+$1.39M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$968K

Top Sells

1
+$4.74M
2
+$836K
3
+$624K
4
HD icon
Home Depot
HD
+$207K
5
CSCO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761K 0.32%
8,478
-114
27
$682K 0.28%
11,587
28
$673K 0.28%
3,685
29
$588K 0.24%
+650
30
$580K 0.24%
5,040
-391
31
$520K 0.22%
20,807
+6,831
32
$482K 0.2%
6,158
-28
33
$452K 0.19%
+9,026
34
$439K 0.18%
981
35
$438K 0.18%
1,836
+8
36
$428K 0.18%
18,398
-583
37
$390K 0.16%
5,763
38
$390K 0.16%
12,284
+171
39
$386K 0.16%
4,719
-10,224
40
$372K 0.15%
438
41
$346K 0.14%
9,728
-88
42
$341K 0.14%
3,515
43
$339K 0.14%
15,852
44
$306K 0.13%
8,520
+158
45
$279K 0.12%
5,444
46
$263K 0.11%
5,599
+56
47
$261K 0.11%
521
-25
48
$254K 0.11%
3,914
-343
49
$254K 0.11%
4,871
+1,057
50
$253K 0.1%
5,125
1
2
3