SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.96M
3
+$2.58M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$662K
5
HAYW icon
Hayward Holdings
HAYW
+$593K

Top Sells

1
+$4.54M
2
+$1.2M
3
+$918K
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$881K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$834K

Sector Composition

1 Technology 14.59%
2 Financials 7.2%
3 Healthcare 4.72%
4 Consumer Discretionary 3.72%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$681K 0.51%
2,332
52
$654K 0.49%
25,125
-950
53
$653K 0.49%
1,650
54
$629K 0.47%
2,590
55
$619K 0.46%
5,743
+130
56
$610K 0.45%
12,050
57
$594K 0.44%
1,674
58
$593K 0.44%
+42,997
59
$569K 0.42%
3,722
60
$567K 0.42%
16,390
+940
61
$559K 0.42%
1,440
62
$557K 0.42%
3,230
63
$554K 0.41%
1,080
64
$549K 0.41%
6,880
-600
65
$531K 0.4%
8,120
+355
66
$509K 0.38%
7,227
-538
67
$503K 0.37%
1,705
+26
68
$487K 0.36%
3,584
69
$486K 0.36%
+2,286
70
$481K 0.36%
+13,430
71
$476K 0.35%
2,440
72
$465K 0.35%
11,615
73
$455K 0.34%
2,880
74
$452K 0.34%
9,900
75
$450K 0.34%
23,350
-3,369
1 2
3
4 5