SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$202K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.72M
3
+$1.01M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$464K
5
NVDA icon
NVIDIA
NVDA
+$447K

Top Sells

1
+$2.86M
2
+$1.44M
3
+$1.44M
4
AAUS
Alpha Architect US Equity ETF
AAUS
+$794K
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$513K

Sector Composition

1 Technology 7.14%
2 Financials 2.84%
3 Healthcare 2.3%
4 Consumer Discretionary 1.31%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$3.87T
$1.17M 0.8%
4,286
+695
AVGO icon
27
Broadcom
AVGO
$1.49T
$1.04M 0.72%
3,011
-4,019
GOOG icon
28
Alphabet (Google) Class C
GOOG
$3.67T
$1.03M 0.71%
3,275
+690
TSM icon
29
TSMC
TSM
$1.83T
$1.01M 0.69%
3,312
-1,189
VFMF icon
30
Vanguard US Multifactor ETF
VFMF
$546M
$1M 0.69%
6,650
AMZN icon
31
Amazon
AMZN
$2.24T
$991K 0.68%
4,295
+1,715
NVDA icon
32
NVIDIA
NVDA
$4.38T
$985K 0.68%
5,280
+2,400
HYEM icon
33
VanEck Emerging Markets High Yield Bond ETF
HYEM
$461M
$905K 0.62%
45,510
MBB icon
34
iShares MBS ETF
MBB
$39.4B
$897K 0.62%
9,420
AVEM icon
35
Avantis Emerging Markets Equity ETF
AVEM
$20.4B
$892K 0.62%
11,580
VWOB icon
36
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.93B
$885K 0.61%
13,120
+5,000
SCHF icon
37
Schwab International Equity ETF
SCHF
$59.5B
$816K 0.56%
33,940
PLTR icon
38
Palantir
PLTR
$352B
$747K 0.51%
4,200
PFFV icon
39
Global X Variable Rate Preferred ETF
PFFV
$296M
$660K 0.46%
29,700
SONY icon
40
Sony
SONY
$129B
$643K 0.44%
25,125
IBN icon
41
ICICI Bank
IBN
$106B
$627K 0.43%
21,034
DFAI icon
42
Dimensional International Core Equity Market ETF
DFAI
$14.3B
$612K 0.42%
16,070
-320
DELL icon
43
Dell
DELL
$96.2B
$562K 0.39%
4,466
-963
NVO icon
44
Novo Nordisk
NVO
$163B
$557K 0.38%
10,944
-2,310
UBS icon
45
UBS Group
UBS
$123B
$542K 0.37%
11,695
-250
FNDF icon
46
Schwab Fundamental International Large Company Index ETF
FNDF
$22B
$522K 0.36%
11,549
SHEL icon
47
Shell
SHEL
$232B
$509K 0.35%
6,927
-300
IMTM icon
48
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.66B
$475K 0.33%
9,900
WMT icon
49
Walmart Inc
WMT
$1.02T
$455K 0.31%
4,085
-550
VFMO icon
50
Vanguard US Momentum Factor ETF
VFMO
$1.33B
$446K 0.31%
2,330
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