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
$105M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$520K
3
+$439K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$335K
5
NVDA icon
NVIDIA
NVDA
+$260K

Top Sells

1
+$622K
2
+$579K
3
+$457K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$364K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$328K

Sector Composition

1 Technology 13.21%
2 Healthcare 6.59%
3 Financials 4.64%
4 Consumer Discretionary 4.05%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.07%
3,690
+40
27
$1.07M 1.02%
21,104
-3,450
28
$1.06M 1.01%
59,600
-5,000
29
$1.06M 1.01%
11,565
+3,660
30
$1.01M 0.97%
53,895
-17,500
31
$1.01M 0.96%
7,950
32
$886K 0.85%
5,660
-260
33
$822K 0.79%
2,233
34
$791K 0.76%
1,474
-50
35
$786K 0.75%
1,600
36
$734K 0.7%
12,610
+1,000
37
$722K 0.69%
3,437
38
$653K 0.62%
2,332
39
$637K 0.61%
4,501
+125
40
$635K 0.61%
5,062
41
$623K 0.6%
1,080
42
$612K 0.59%
7,480
43
$611K 0.58%
1,511
-100
44
$585K 0.56%
1,650
45
$566K 0.54%
4,834
46
$564K 0.54%
3,471
-201
47
$560K 0.53%
28,804
48
$556K 0.53%
3,522
-130
49
$555K 0.53%
18,450
50
$538K 0.51%
20,716
-1,480
1
2
3 4 5