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
$125M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.23M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.01M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$724K

Top Sells

1
+$2.22M
2
+$440K
3
+$395K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$369K
5
INTC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$661K 0.53%
8,190
52
$658K 0.53%
5,613
53
$649K 0.52%
7,480
54
$609K 0.49%
+12,000
55
$603K 0.48%
3,722
56
$596K 0.48%
1,650
57
$592K 0.47%
28,804
58
$574K 0.46%
10,792
59
$563K 0.45%
1,440
60
$547K 0.44%
1,080
61
$536K 0.43%
3,150
+185
62
$520K 0.42%
3,230
63
$512K 0.41%
7,765
-300
64
$504K 0.4%
26,075
65
$495K 0.4%
7,465
+1,615
66
$491K 0.39%
15,450
-3,000
67
$490K 0.39%
2,440
68
$469K 0.38%
1,155
69
$461K 0.37%
8,580
-610
70
$460K 0.37%
1,674
71
$437K 0.35%
8,700
72
$436K 0.35%
2,516
73
$434K 0.35%
11,615
74
$431K 0.34%
454
75
$428K 0.34%
3,770
1 2
3
4 5