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
$88.3M
AUM Growth
+$955K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$636K
3
+$339K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$296K
5
FDX icon
FedEx
FDX
+$252K

Top Sells

1
+$1.86M
2
+$733K
3
+$631K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$309K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$270K

Sector Composition

1 Technology 11.47%
2 Healthcare 7.01%
3 Consumer Discretionary 4.25%
4 Financials 3.22%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$471K 0.53%
1,650
52
$470K 0.53%
5,062
53
$426K 0.48%
23,500
54
$417K 0.47%
1,080
55
$407K 0.46%
4,376
-75
56
$401K 0.45%
3,770
57
$387K 0.44%
2,440
58
$380K 0.43%
7,725
59
$377K 0.43%
1,674
60
$374K 0.42%
2,516
61
$374K 0.42%
3,672
62
$373K 0.42%
11,931
63
$370K 0.42%
2,898
64
$370K 0.42%
29,522
65
$366K 0.41%
3,612
66
$339K 0.38%
+1,600
67
$334K 0.38%
4,396
-910
68
$324K 0.37%
11,410
69
$321K 0.36%
4,100
70
$319K 0.36%
3,186
+130
71
$318K 0.36%
18,260
72
$317K 0.36%
4,290
73
$310K 0.35%
3,895
74
$310K 0.35%
1,355
75
$309K 0.35%
2,590
1 2
3
4 5