SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 14.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$388K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.28M
3
+$241K
4
SCJ icon
iShares MSCI Japan Small-Cap ETF
SCJ
+$211K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$195K

Top Sells

1
+$389K
2
+$258K
3
+$220K
4
EXPE icon
Expedia Group
EXPE
+$220K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$205K

Sector Composition

1 Technology 6.26%
2 Financials 2.38%
3 Healthcare 2.19%
4 Consumer Discretionary 1.08%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
26
TSMC
TSM
$2.32T
$1.12M 0.77%
3,312
VFMF icon
27
Vanguard US Multifactor ETF
VFMF
$623M
$1.03M 0.71%
6,650
AAPL icon
28
Apple
AAPL
$4.63T
$1.02M 0.7%
4,006
-280
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.34T
$939K 0.65%
3,275
AVEM icon
30
Avantis Emerging Markets Equity ETF
AVEM
$26.7B
$933K 0.64%
11,580
AVGO icon
31
Broadcom
AVGO
$2.28T
$932K 0.64%
3,011
NVDA icon
32
NVIDIA
NVDA
$5.4T
$921K 0.63%
5,280
HYEM icon
33
VanEck Emerging Markets High Yield Bond ETF
HYEM
$512M
$898K 0.62%
45,510
AMZN icon
34
Amazon
AMZN
$2.76T
$895K 0.62%
4,295
MBB icon
35
iShares MBS ETF
MBB
$38.6B
$894K 0.62%
9,420
VWOB icon
36
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.03B
$873K 0.6%
13,290
+170
SCHF icon
37
Schwab International Equity ETF
SCHF
$66.9B
$828K 0.57%
33,470
-470
DELL icon
38
Dell
DELL
$283B
$733K 0.5%
4,465
-1
PFFV icon
39
Global X Variable Rate Preferred ETF
PFFV
$304M
$648K 0.45%
29,700
SHEL icon
40
Shell
SHEL
$241B
$644K 0.44%
6,927
DFAI icon
41
Dimensional International Core Equity Market ETF
DFAI
$16.5B
$626K 0.43%
16,070
PLTR icon
42
Palantir
PLTR
$365B
$614K 0.42%
4,200
FNDF icon
43
Schwab Fundamental International Large Company Index ETF
FNDF
$24.9B
$564K 0.39%
11,530
-19
IBN icon
44
ICICI Bank
IBN
$90.6B
$545K 0.37%
21,030
-4
NVO
45
Novo Nordisk
NVO
$190B
$538K 0.37%
14,644
+3,700
SONY icon
46
Sony
SONY
$135B
$520K 0.36%
25,125
WMT icon
47
Walmart Inc
WMT
$901B
$508K 0.35%
4,085
IMTM icon
48
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.05B
$475K 0.33%
9,900
AVES icon
49
Avantis Emerging Markets Value ETF
AVES
$1.49B
$473K 0.33%
7,880
+400
VFMO icon
50
Vanguard US Momentum Factor ETF
VFMO
$1.68B
$459K 0.32%
2,330
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