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
$88.3M
AUM Growth
+$955K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$636K
3
+$339K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$296K
5
FDX icon
FedEx
FDX
+$252K

Top Sells

1
+$1.86M
2
+$733K
3
+$631K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$309K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$270K

Sector Composition

1 Technology 11.47%
2 Healthcare 7.01%
3 Consumer Discretionary 4.25%
4 Financials 3.22%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$304K 0.34%
10,000
-250
77
$304K 0.34%
454
78
$297K 0.34%
4,630
79
$296K 0.34%
627
80
$280K 0.32%
13,135
81
$280K 0.32%
1,060
82
$274K 0.31%
2,797
83
$265K 0.3%
1,427
84
$264K 0.3%
1,751
85
$262K 0.3%
8,012
-500
86
$260K 0.29%
4,095
87
$258K 0.29%
6,875
88
$258K 0.29%
3,120
89
$257K 0.29%
7,220
90
$256K 0.29%
5,600
91
$256K 0.29%
6,000
-1,000
92
$254K 0.29%
5,145
93
$253K 0.29%
15,050
94
$253K 0.29%
509
95
$252K 0.29%
+1,105
96
$252K 0.29%
3,390
-300
97
$250K 0.28%
650
98
$249K 0.28%
6,000
99
$248K 0.28%
1,847
100
$247K 0.28%
1,883
2 3
4
5 6