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
$105M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$520K
3
+$439K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$335K
5
NVDA icon
NVIDIA
NVDA
+$260K

Top Sells

1
+$622K
2
+$579K
3
+$457K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$364K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$328K

Sector Composition

1 Technology 13.21%
2 Healthcare 6.59%
3 Financials 4.64%
4 Consumer Discretionary 4.05%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.34%
427
-27
77
$350K 0.33%
1,060
78
$327K 0.31%
7,347
-665
79
$327K 0.31%
2,100
80
$323K 0.31%
2,360
-140
81
$319K 0.31%
5,200
82
$318K 0.3%
3,890
-210
83
$316K 0.3%
4,865
84
$310K 0.3%
1,105
85
$307K 0.29%
97
86
$307K 0.29%
627
87
$306K 0.29%
610
-40
88
$304K 0.29%
17,290
-970
89
$301K 0.29%
7,100
-120
90
$298K 0.28%
1,496
91
$294K 0.28%
3,120
92
$293K 0.28%
5,145
93
$290K 0.28%
15,050
94
$287K 0.27%
7,400
95
$287K 0.27%
5,800
-400
96
$286K 0.27%
1,504
97
$285K 0.27%
6,000
98
$285K 0.27%
5,600
99
$281K 0.27%
669
100
$280K 0.27%
1,725
2 3
4
5 6