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
$273M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.58M
3
+$1.55M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.42M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.39M

Top Sells

1
+$215K
2
+$208K
3
+$124K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$73.8K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$24.7K

Sector Composition

1 Technology 1.05%
2 Financials 0.72%
3 Consumer Staples 0.45%
4 Healthcare 0.26%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$259K 0.09%
5,092
+92
52
$255K 0.09%
4,448
-25
53
$254K 0.09%
5,346
+221
54
$249K 0.09%
5,209
+48
55
$242K 0.09%
8,689
-44
56
$237K 0.09%
522
+10
57
$225K 0.08%
997
+5
58
$221K 0.08%
+1,642
59
$215K 0.08%
+378
60
$213K 0.08%
2,752
+30
61
– –
-4,034
62
– –
-514
1 2
3