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
$234M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$853K
3
+$698K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$565K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$351K

Top Sells

1
+$174K
2
+$155K
3
+$127K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$121K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$25.9K

Sector Composition

1 Technology 1.47%
2 Consumer Staples 0.42%
3 Energy 0.27%
4 Financials 0.09%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.09%
+521
52
$207K 0.09%
+539
53
$202K 0.09%
+377
54
$201K 0.09%
982
+6
55
$201K 0.09%
4,034
56
$200K 0.09%
+3,814
1 2
3