SWM
Seed Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
+8.57%
1 Year Return
+14.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+9.2%)
Cap. Flow
+$2.93M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
32.2%
Holding
161
New
12
Increased
18
Reduced
50
Closed
12
Top Buys
| 1 |
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
|
$4.66M |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$2.96M |
| 3 |
P10
PX
|
$2.58M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$662K |
| 5 |
Hayward Holdings
HAYW
|
$593K |
Top Sells
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Financials | 7.2% |
| 3 | Healthcare | 4.72% |
| 4 | Consumer Discretionary | 3.72% |
| 5 | Communication Services | 3.57% |
