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
$115M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$1.12M
3
+$865K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$742K
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$568K

Top Sells

1
+$345K
2
+$247K
3
+$243K
4
TAP icon
Molson Coors Class B
TAP
+$238K
5
BP icon
BP
BP
+$228K

Sector Composition

1 Technology 13.17%
2 Healthcare 6.1%
3 Financials 4.34%
4 Consumer Discretionary 3.89%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$562K 0.49%
3,874
+403
52
$561K 0.49%
1,650
53
$555K 0.48%
8,190
+900
54
$553K 0.48%
28,804
55
$547K 0.48%
18,450
56
$544K 0.47%
3,722
+200
57
$524K 0.46%
+10,790
58
$513K 0.45%
10,792
+107
59
$485K 0.42%
3,230
60
$480K 0.42%
1,440
+85
61
$471K 0.41%
9,190
-735
62
$469K 0.41%
18,500
63
$467K 0.41%
3,770
64
$455K 0.4%
9,000
+5,000
65
$445K 0.39%
2,440
66
$443K 0.39%
26,075
+2,800
67
$440K 0.38%
8,310
68
$439K 0.38%
1,674
69
$434K 0.38%
8,700
70
$432K 0.38%
509
71
$415K 0.36%
2,516
72
$407K 0.35%
11,615
73
$403K 0.35%
2,590
74
$396K 0.35%
1,751
75
$396K 0.34%
712
+102
1 2
3
4 5