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
$273M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.58M
3
+$1.55M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.42M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.39M

Top Sells

1
+$215K
2
+$208K
3
+$124K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$73.8K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$24.7K

Sector Composition

1 Technology 1.05%
2 Financials 0.72%
3 Consumer Staples 0.45%
4 Healthcare 0.26%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$853K 0.31%
1,449
+44
27
$739K 0.27%
11,587
28
$731K 0.27%
3,735
+32
29
$592K 0.22%
23,178
+2,346
30
$545K 0.2%
5,064
+12
31
$542K 0.2%
1,852
+7
32
$523K 0.19%
5,995
-71
33
$521K 0.19%
5,763
34
$502K 0.18%
650
35
$488K 0.18%
1,157
+176
36
$442K 0.16%
18,456
+91
37
$410K 0.15%
6,303
+2,389
38
$401K 0.15%
438
39
$385K 0.14%
12,440
+156
40
$379K 0.14%
7,553
-1,473
41
$367K 0.13%
15,852
42
$320K 0.12%
3,515
43
$307K 0.11%
8,651
+81
44
$293K 0.11%
8,527
-370
45
$285K 0.1%
529
+8
46
$282K 0.1%
6,022
+115
47
$280K 0.1%
5,444
48
$262K 0.1%
+422
49
$262K 0.1%
5,063
50
$261K 0.1%
1,155
+5
1
2
3