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
$88.3M
AUM Growth
+$955K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$636K
3
+$339K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$296K
5
FDX icon
FedEx
FDX
+$252K

Top Sells

1
+$1.86M
2
+$733K
3
+$631K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$309K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$270K

Sector Composition

1 Technology 11.47%
2 Healthcare 7.01%
3 Consumer Discretionary 4.25%
4 Financials 3.22%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$788K 0.89%
7,950
-160
27
$787K 0.89%
7,620
28
$729K 0.83%
3,650
29
$722K 0.82%
9,480
+2,000
30
$689K 0.78%
2,333
31
$665K 0.75%
1,611
32
$652K 0.74%
2,332
33
$645K 0.73%
13,000
34
$620K 0.7%
15,431
35
$616K 0.7%
5,920
36
$614K 0.7%
11,610
+1,200
37
$613K 0.69%
12,120
-1,780
38
$603K 0.68%
4,833
-1,000
39
$589K 0.67%
11,272
40
$584K 0.66%
23,400
-8,000
41
$575K 0.65%
6,075
+25
42
$567K 0.64%
3,661
43
$544K 0.62%
4,830
+1,150
44
$530K 0.6%
4,834
45
$520K 0.59%
9,035
46
$507K 0.57%
1,424
47
$501K 0.57%
28,804
48
$497K 0.56%
18,450
49
$492K 0.56%
3,437
50
$479K 0.54%
22,196
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