SWM
Seaside Wealth Management Portfolio holdings
AUM
$337M
1-Year Est. Return
11.87%
1 Year Est. Return
+11.87%
AUM
$314M
AUM Growth
+$33.9M
(+12%)
Holding
64
Top Buys
| 1 | +$1.92M | |
| 2 | +$1.35M | |
| 3 | +$1.33M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.2M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.02M |
Top Sells
| 1 | +$1.05M | |
| 2 | +$473K | |
| 3 | +$312K | |
| 4 |
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
|
+$277K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$262K |
Sector Composition
| 1 | Technology | 1.23% |
| 2 | Financials | 0.6% |
| 3 | Consumer Staples | 0.43% |
| 4 | Healthcare | 0.26% |
| 5 | Consumer Discretionary | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Avantis US Equity ETF
AVUS
$9.67B
| $306K | 0.1% |
+3,032
|
|
||
52
Dimensional National Municipal Bond ETF
DFNM
$1.68B
| $297K | 0.09% |
6,252
+1,013
|
|
||
53
Dimensional International Value ETF
DFIV
$13.6B
| $296K | 0.09% |
6,909
-1,772
|
|
||
54
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.25B
| $294K | 0.09% |
5,722
+659
|
|
||
55
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.5B
| $290K | 0.09% |
5,444
|
|
||
56
McKesson
MCK
$97.8B
| $282K | 0.09% |
385
+5
|
|
||
57
Vanguard Information Technology ETF
VGT
$109B
| $280K | 0.09% |
422
|
|
||
58
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.28B
| $279K | 0.09% |
9,681
+28
|
|
||
59
Berkshire Hathaway Class B
BRK.B
$1.06T
| $270K | 0.09% |
555
-1
|
|
||
60
Broadridge
BR
$26.7B
| $267K | 0.08% |
1,098
+24
|
|
||
61
Honeywell
HON
$129B
| $239K | 0.08% |
1,027
+15
|
|
||
62
Home Depot
HD
$390B
| $206K | 0.07% |
+562
|
|
||
|
63
iShares Floating Rate Bond ETF
FLOT
$8.98B
| – | – |
-5,130
|
|
||
|
64
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$293M
| – | – |
-5,346
|
|