SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.96M
3
+$2.58M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$662K
5
HAYW icon
Hayward Holdings
HAYW
+$593K

Top Sells

1
+$4.54M
2
+$1.2M
3
+$918K
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$881K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$834K

Sector Composition

1 Technology 14.59%
2 Financials 7.2%
3 Healthcare 4.72%
4 Consumer Discretionary 3.72%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.02%
27,629
-1,241
27
$1.34M 1%
31,927
-150
28
$1.31M 0.97%
59,620
-3,100
29
$1.27M 0.95%
46,050
30
$1.23M 0.92%
5,620
+318
31
$1.19M 0.89%
16,065
-600
32
$1.13M 0.84%
9,229
+54
33
$1.1M 0.82%
15,950
+1,920
34
$1.08M 0.8%
1,474
35
$1.07M 0.8%
7,950
36
$1.04M 0.77%
5,860
-60
37
$1.03M 0.77%
4,558
38
$1M 0.75%
3,685
39
$946K 0.71%
47,750
-450
40
$917K 0.68%
3,437
41
$884K 0.66%
9,420
42
$819K 0.61%
2,233
43
$794K 0.59%
11,580
44
$768K 0.57%
1,511
-100
45
$758K 0.57%
7,755
-435
46
$750K 0.56%
33,940
47
$724K 0.54%
10,430
-362
48
$708K 0.53%
21,034
-1,162
49
$700K 0.52%
30,700
-2,725
50
$696K 0.52%
5,200
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2
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