SWM
Seed Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
+5.62%
1 Year Return
+14.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+8.9%)
Cap. Flow
+$5.94M
Cap. Flow
% of AUM
4.75%
Top 10 Holdings %
Top 10 Hldgs %
32.98%
Holding
162
New
13
Increased
11
Reduced
30
Closed
5
Top Buys
Top Sells
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$2.22M |
| 2 |
VanEck CLO ETF
CLOI
|
$440K |
| 3 |
Avantis International Equity ETF
AVDE
|
$395K |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$369K |
| 5 |
Intel
INTC
|
$285K |
Sector Composition
| 1 | Technology | 12.36% |
| 2 | Healthcare | 5.59% |
| 3 | Financials | 4.62% |
| 4 | Consumer Discretionary | 4.31% |
| 5 | Communication Services | 3.31% |
