SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 14.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$282K
3
+$79.6K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.69K

Top Sells

1
+$2.37M
2
+$2.12M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
AMZN icon
Amazon
AMZN
+$1.1M

Sector Composition

1 Technology 8.84%
2 Financials 3.95%
3 Healthcare 2.28%
4 Consumer Discretionary 1.28%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.87%
13,755
-1,845
27
$1.26M 0.87%
4,501
-57
28
$1.26M 0.87%
25,209
-2,420
29
$1.02M 0.7%
3,623
-1,997
30
$959K 0.66%
6,650
-1,300
31
$914K 0.63%
3,591
-6,495
32
$912K 0.63%
45,510
-2,240
33
$896K 0.62%
9,420
34
$870K 0.6%
11,580
35
$803K 0.55%
3,252
-185
36
$790K 0.55%
33,940
37
$770K 0.53%
5,429
-3,800
38
$766K 0.53%
4,200
-14,613
39
$735K 0.51%
13,254
-2,696
40
$723K 0.5%
25,125
41
$687K 0.47%
29,700
-1,000
42
$636K 0.44%
21,034
43
$630K 0.43%
2,585
-3,275
44
$596K 0.41%
16,390
45
$566K 0.39%
2,580
-4,840
46
$543K 0.38%
8,120
47
$537K 0.37%
2,880
48
$517K 0.36%
7,227
49
$513K 0.35%
10,085
-1,965
50
$499K 0.34%
1,350
-300
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2
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