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
$87.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.59M
3
+$3.94M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.04%
2 Healthcare 7.24%
3 Financials 4.38%
4 Consumer Discretionary 3.8%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$781K 0.89%
+31,400
27
$737K 0.84%
+2,333
28
$716K 0.82%
+5,833
29
$692K 0.79%
+13,900
30
$691K 0.79%
+1,611
31
$647K 0.74%
+3,661
32
$643K 0.74%
+13,000
33
$640K 0.73%
+7,620
34
$621K 0.71%
+15,431
35
$615K 0.7%
+2,332
36
$561K 0.64%
+6,050
37
$555K 0.64%
+7,480
38
$537K 0.61%
+11,272
39
$534K 0.61%
+1,424
40
$533K 0.61%
+4,834
41
$525K 0.6%
+5,920
42
$525K 0.6%
+10,410
43
$515K 0.59%
+9,035
44
$514K 0.59%
+29,522
45
$486K 0.56%
+22,196
46
$484K 0.55%
+3,650
47
$464K 0.53%
+28,804
48
$462K 0.53%
+18,450
49
$446K 0.51%
+3,437
50
$420K 0.48%
+3,680
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