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
$193M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$15.6M
3
+$6.86M
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$6.3M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$6.23M

Top Sells

1
+$9.51M
2
+$8.8M
3
+$6.7M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.81M
5
REET icon
iShares Global REIT ETF
REET
+$3.78M

Sector Composition

1 Technology 1.15%
2 Consumer Staples 0.42%
3 Energy 0.3%
4 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,707
52
– –
-3,602
53
– –
-9,811
54
– –
-4,873
1 2
3