SWM
Seed Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
-1.49%
1 Year Return
+14.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$89M
AUM Growth
+$89M
(-5.6%)
Cap. Flow
-$3.13M
Cap. Flow
% of AUM
-3.52%
Top 10 Holdings %
Top 10 Hldgs %
31.64%
Holding
148
New
8
Increased
12
Reduced
21
Closed
12
Top Buys
Top Sells
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.09M |
| 2 |
VanEck IG Floating Rate ETF
FLTR
|
$581K |
| 3 |
VMW
VMware, Inc
VMW
|
$551K |
| 4 |
Franklin Senior Loan ETF
FLBL
|
$452K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$401K |
Sector Composition
| 1 | Technology | 11.54% |
| 2 | Healthcare | 6.5% |
| 3 | Consumer Discretionary | 3.87% |
| 4 | Financials | 3.57% |
| 5 | Communication Services | 3.43% |
