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
$145M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.05M
3
+$2.46M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.66M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.56M

Top Sells

1
+$476K
2
+$308K
3
+$274K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$265K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$260K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.52%
3 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,715
52
– –
-5,420
53
– –
-5,095
54
– –
-3,043
55
– –
-3,971
1 2
3