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
$125M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.23M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.01M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$724K

Top Sells

1
+$2.22M
2
+$440K
3
+$395K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$369K
5
INTC icon
Intel
INTC
+$285K

Sector Composition

1 Technology 12.36%
2 Healthcare 5.59%
3 Financials 4.62%
4 Consumer Discretionary 4.31%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.34%
4,065
77
$414K 0.33%
24,703
78
$409K 0.33%
3,584
79
$407K 0.33%
18,260
80
$406K 0.32%
13,135
81
$400K 0.32%
9,900
82
$398K 0.32%
2,590
83
$395K 0.32%
1,751
84
$380K 0.3%
4,865
85
$373K 0.3%
3,077
86
$371K 0.3%
1,679
87
$369K 0.3%
520
88
$369K 0.29%
712
89
$367K 0.29%
627
90
$364K 0.29%
2,500
91
$356K 0.28%
3,185
92
$355K 0.28%
400
-109
93
$350K 0.28%
2,880
94
$348K 0.28%
2,100
95
$335K 0.27%
1,225
96
$332K 0.27%
3,451
-5
97
$324K 0.26%
12,200
98
$315K 0.25%
1,496
99
$315K 0.25%
2,083
100
$313K 0.25%
6,000
2 3
4
5 6