SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.13%
This Quarter Est. Return
1 Year Est. Return
+15.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$286K
3
+$80.7K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.71K

Top Sells

1
+$2.67M
2
+$2.19M
3
+$1.65M
4
MSFT icon
Microsoft
MSFT
+$1.12M
5
AMZN icon
Amazon
AMZN
+$1.06M

Sector Composition

1 Technology 8.84%
2 Financials 3.95%
3 Healthcare 2.28%
4 Consumer Discretionary 1.28%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIL icon
26
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$1.26M 0.87%
13,755
-1,845
TSM icon
27
TSMC
TSM
$1.51T
$1.26M 0.87%
4,501
-57
PULS icon
28
PGIM Ultra Short Bond ETF
PULS
$13.1B
$1.26M 0.87%
25,209
-2,420
ORCL icon
29
Oracle
ORCL
$577B
$1.02M 0.7%
3,623
-1,997
VFMF icon
30
Vanguard US Multifactor ETF
VFMF
$427M
$959K 0.66%
6,650
-1,300
AAPL icon
31
Apple
AAPL
$4.22T
$914K 0.63%
3,591
-6,495
HYEM icon
32
VanEck Emerging Markets High Yield Bond ETF
HYEM
$434M
$912K 0.63%
45,510
-2,240
MBB icon
33
iShares MBS ETF
MBB
$39.1B
$896K 0.62%
9,420
AVEM icon
34
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$870K 0.6%
11,580
PGR icon
35
Progressive
PGR
$134B
$803K 0.55%
3,252
-185
SCHF icon
36
Schwab International Equity ETF
SCHF
$53.3B
$790K 0.55%
33,940
DELL icon
37
Dell
DELL
$91.1B
$770K 0.53%
5,429
-3,800
PLTR icon
38
Palantir
PLTR
$407B
$766K 0.53%
4,200
-14,613
NVO icon
39
Novo Nordisk
NVO
$211B
$735K 0.51%
13,254
-2,696
SONY icon
40
Sony
SONY
$170B
$723K 0.5%
25,125
PFFV icon
41
Global X Variable Rate Preferred ETF
PFFV
$306M
$687K 0.47%
29,700
-1,000
IBN icon
42
ICICI Bank
IBN
$109B
$636K 0.44%
21,034
GOOG icon
43
Alphabet (Google) Class C
GOOG
$3.81T
$630K 0.43%
2,585
-3,275
DFAI icon
44
Dimensional International Core Equity Market ETF
DFAI
$12.2B
$596K 0.41%
16,390
AMZN icon
45
Amazon
AMZN
$2.51T
$566K 0.39%
2,580
-4,840
VWOB icon
46
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.29B
$543K 0.38%
8,120
NVDA icon
47
NVIDIA
NVDA
$4.4T
$537K 0.37%
2,880
SHEL icon
48
Shell
SHEL
$211B
$517K 0.36%
7,227
SLQD icon
49
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$513K 0.35%
10,085
-1,965
SYK icon
50
Stryker
SYK
$141B
$499K 0.34%
1,350
-300
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