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
$241M
AUM Growth
+$6.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.7M
3
+$1.39M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$968K

Top Sells

1
+$4.74M
2
+$836K
3
+$624K
4
HD icon
Home Depot
HD
+$207K
5
CSCO icon
Cisco
CSCO
+$201K

Sector Composition

1 Technology 1.08%
2 Financials 0.66%
3 Consumer Staples 0.46%
4 Healthcare 0.34%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.1%
4,926
+74
52
$245K 0.1%
5,127
+33
53
$245K 0.1%
+8,733
54
$240K 0.1%
4,473
55
$226K 0.09%
1,145
+4
56
$220K 0.09%
377
57
$211K 0.09%
987
+5
58
$208K 0.09%
512
-9
59
– –
-539
60
– –
-4,034
1 2
3