SWM
Seed Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
+4.63%
1 Year Return
+14.89%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$88.3M
AUM Growth
+$88.3M
(+1.1%)
Cap. Flow
-$1.9M
Cap. Flow
% of AUM
-2.15%
Top 10 Holdings %
Top 10 Hldgs %
36.7%
Holding
138
New
7
Increased
15
Reduced
23
Closed
7
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.23M |
| 2 |
Franklin Senior Loan ETF
FLBL
|
$636K |
| 3 |
Meta Platforms (Facebook)
META
|
$339K |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$296K |
| 5 |
FedEx
FDX
|
$252K |
Top Sells
Sector Composition
| 1 | Technology | 11.47% |
| 2 | Healthcare | 7.01% |
| 3 | Consumer Discretionary | 4.25% |
| 4 | Financials | 3.22% |
| 5 | Consumer Staples | 2.58% |
