SWM
Seed Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
+1.51%
1 Year Return
+14.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+9.7%)
Cap. Flow
+$9.02M
Cap. Flow
% of AUM
7.86%
Top 10 Holdings %
Top 10 Hldgs %
33.88%
Holding
159
New
7
Increased
56
Reduced
17
Closed
10
Top Buys
Top Sells
| 1 |
Dell
DELL
|
$345K |
| 2 |
Crown Castle
CCI
|
$247K |
| 3 |
CVS Health
CVS
|
$243K |
| 4 |
Molson Coors Class B
TAP
|
$238K |
| 5 |
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% |
