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
$219M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$3.66M
2 +$2.23M
3 +$1.81M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$980K
5
ATVI
Activision Blizzard
ATVI
+$362K

Sector Composition

1 Technology 1.04%
2 Consumer Staples 0.4%
3 Energy 0.25%
4 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.09%
4,034
52
-3,861
53
-8,576