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
$105M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$520K
3
+$439K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$335K
5
NVDA icon
NVIDIA
NVDA
+$260K

Top Sells

1
+$622K
2
+$579K
3
+$457K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$364K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$328K

Sector Composition

1 Technology 13.21%
2 Healthcare 6.59%
3 Financials 4.64%
4 Consumer Discretionary 4.05%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.51%
10,685
-587
52
$507K 0.48%
7,465
-800
53
$507K 0.48%
9,925
-2,795
54
$494K 0.47%
3,770
55
$493K 0.47%
1,355
56
$487K 0.47%
3,230
57
$466K 0.45%
1,674
58
$464K 0.44%
2,440
59
$460K 0.44%
2,680
-135
60
$442K 0.42%
17,260
-6,270
61
$437K 0.42%
7,290
-435
62
$437K 0.42%
8,310
+800
63
$434K 0.42%
8,700
64
$423K 0.4%
18,500
65
$411K 0.39%
11,615
66
$405K 0.39%
3,612
67
$404K 0.39%
2,516
68
$401K 0.38%
23,275
-225
69
$394K 0.38%
18,870
-900
70
$389K 0.37%
2,590
71
$384K 0.37%
3,156
-30
72
$383K 0.37%
24,703
73
$373K 0.36%
12,245
-890
74
$367K 0.35%
509
75
$366K 0.35%
1,751
1 2
3
4 5