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
$125M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.23M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.01M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$724K

Top Sells

1
+$2.22M
2
+$440K
3
+$395K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$369K
5
INTC icon
Intel
INTC
+$285K

Sector Composition

1 Technology 12.36%
2 Healthcare 5.59%
3 Financials 4.62%
4 Consumer Discretionary 4.31%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.98%
32,077
27
$1.2M 0.96%
49,875
-350
28
$1.18M 0.94%
62,100
29
$1.15M 0.92%
17,165
-5,900
30
$1.09M 0.87%
9,175
31
$1.04M 0.83%
7,950
32
$1.01M 0.81%
3,685
+35
33
$990K 0.79%
5,920
34
$967K 0.77%
48,595
-350
35
$956K 0.76%
44,220
-2,000
36
$931K 0.75%
18,304
-2,800
37
$916K 0.73%
1,600
38
$905K 0.72%
2,233
39
$903K 0.72%
5,302
40
$903K 0.72%
9,420
41
$872K 0.7%
3,437
42
$792K 0.63%
4,558
43
$759K 0.61%
15,060
44
$729K 0.58%
1,474
45
$724K 0.58%
11,210
-1,400
46
$710K 0.57%
2,332
47
$703K 0.56%
3,874
48
$672K 0.54%
1,611
49
$670K 0.54%
18,000
-500
50
$663K 0.53%
22,196
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