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
$124M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$791K
3
+$381K
4
TAX
Cambria Tax Aware ETF
TAX
+$314K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$265K

Top Sells

1
+$449K
2
+$293K
3
+$280K
4
MTCH icon
Match Group
MTCH
+$262K
5
FLBR icon
Franklin FTSE Brazil ETF
FLBR
+$251K

Sector Composition

1 Technology 13.71%
2 Financials 4.86%
3 Healthcare 4.85%
4 Consumer Discretionary 4.25%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.97%
46,050
-945
27
$1.18M 0.95%
19,954
-1,000
28
$1.18M 0.95%
49,875
29
$1.13M 0.91%
5,920
30
$1.12M 0.91%
61,600
-500
31
$1.1M 0.88%
32,077
32
$1.06M 0.85%
9,175
33
$1.04M 0.84%
7,950
34
$1.01M 0.82%
11,790
35
$1.01M 0.82%
16,490
-675
36
$946K 0.76%
48,595
37
$937K 0.76%
1,600
38
$908K 0.73%
17,904
-400
39
$900K 0.73%
4,558
40
$884K 0.71%
5,302
41
$869K 0.7%
2,233
42
$864K 0.7%
9,420
43
$840K 0.68%
1,474
44
$824K 0.67%
3,437
45
$740K 0.6%
8,190
46
$683K 0.55%
1,611
47
$676K 0.55%
2,332
48
$663K 0.54%
22,196
49
$653K 0.53%
7,480
50
$639K 0.52%
10,792
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