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
$124M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$791K
3
+$381K
4
TAX
Cambria Tax Aware ETF
TAX
+$314K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$265K

Top Sells

1
+$449K
2
+$293K
3
+$280K
4
MTCH icon
Match Group
MTCH
+$262K
5
FLBR icon
Franklin FTSE Brazil ETF
FLBR
+$251K

Sector Composition

1 Technology 13.71%
2 Financials 4.86%
3 Healthcare 4.85%
4 Consumer Discretionary 4.25%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$628K 0.51%
33,940
+5,136
52
$610K 0.49%
10,380
-830
53
$610K 0.49%
12,260
-2,800
54
$604K 0.49%
5,613
55
$594K 0.48%
1,650
56
$579K 0.47%
11,500
-500
57
$552K 0.45%
26,075
58
$538K 0.43%
3,722
59
$531K 0.43%
3,230
60
$529K 0.43%
1,674
61
$524K 0.42%
1,080
62
$522K 0.42%
1,440
63
$511K 0.41%
3,874
64
$486K 0.39%
7,765
65
$484K 0.39%
2,440
66
$477K 0.39%
2,590
67
$475K 0.38%
3,095
-55
68
$471K 0.38%
7,465
69
$465K 0.38%
454
70
$463K 0.37%
520
71
$451K 0.36%
15,450
72
$442K 0.36%
8,580
73
$434K 0.35%
8,700
74
$423K 0.34%
24,703
75
$417K 0.34%
2,486
-30
1 2
3
4 5