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
$87.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.59M
3
+$3.94M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.04%
2 Healthcare 7.24%
3 Financials 4.38%
4 Consumer Discretionary 3.8%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.36%
+10,250
77
$287K 0.33%
+7,000
78
$282K 0.32%
+2,797
79
$270K 0.31%
+2,590
80
$266K 0.3%
+6,875
81
$266K 0.3%
+3,056
82
$264K 0.3%
+3,167
83
$259K 0.3%
+15,050
84
$259K 0.3%
+1,245
85
$259K 0.3%
+4,630
86
$254K 0.29%
+1,060
87
$254K 0.29%
+7,220
88
$251K 0.29%
+1,847
89
$246K 0.28%
+5,600
90
$246K 0.28%
+6,000
91
$245K 0.28%
+13,135
92
$242K 0.28%
+1,725
93
$240K 0.27%
+6,000
94
$239K 0.27%
+97
95
$236K 0.27%
+1,427
96
$236K 0.27%
+36,026
97
$233K 0.27%
+29,130
98
$233K 0.27%
+3,120
99
$232K 0.27%
+509
100
$232K 0.27%
+476
2 3
4
5 6