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
$87.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.59M
3
+$3.94M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.04%
2 Healthcare 7.24%
3 Financials 4.38%
4 Consumer Discretionary 3.8%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$418K 0.48%
+3,770
52
$414K 0.47%
+5,062
53
$409K 0.47%
+11,410
54
$403K 0.46%
+1,650
55
$397K 0.45%
+3,612
56
$389K 0.45%
+7,585
57
$387K 0.44%
+2,440
58
$381K 0.44%
+2,516
59
$378K 0.43%
+5,306
60
$365K 0.42%
+7,725
61
$362K 0.41%
+3,895
62
$359K 0.41%
+23,500
63
$348K 0.4%
+1,674
64
$347K 0.4%
+11,931
65
$345K 0.39%
+1,080
66
$344K 0.39%
+3,690
67
$332K 0.38%
+627
68
$332K 0.38%
+4,451
69
$329K 0.38%
+18,260
70
$329K 0.38%
+4,100
71
$325K 0.37%
+1,355
72
$322K 0.37%
+3,672
73
$322K 0.37%
+454
74
$319K 0.36%
+2,898
75
$313K 0.36%
+4,290
1 2
3
4 5