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
$124M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$791K
3
+$381K
4
TAX
Cambria Tax Aware ETF
TAX
+$314K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$265K

Top Sells

1
+$449K
2
+$293K
3
+$280K
4
MTCH icon
Match Group
MTCH
+$262K
5
FLBR icon
Franklin FTSE Brazil ETF
FLBR
+$251K

Sector Composition

1 Technology 13.71%
2 Financials 4.86%
3 Healthcare 4.85%
4 Consumer Discretionary 4.25%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.34%
4,865
77
$407K 0.33%
1,751
78
$405K 0.33%
3,584
79
$400K 0.32%
18,260
80
$398K 0.32%
13,135
81
$398K 0.32%
2,100
82
$387K 0.31%
2,880
83
$386K 0.31%
11,615
84
$372K 0.3%
3,735
-35
85
$370K 0.3%
9,900
86
$369K 0.3%
1,679
87
$367K 0.3%
400
88
$359K 0.29%
1,496
89
$356K 0.29%
3,077
90
$351K 0.28%
3,151
-300
91
$349K 0.28%
4,065
92
$347K 0.28%
1,155
93
$345K 0.28%
1,225
94
$331K 0.27%
2,500
95
$329K 0.27%
3,185
96
$328K 0.27%
738
+26
97
$317K 0.26%
627
98
$315K 0.25%
5,145
99
$314K 0.25%
6,800
+800
100
$314K 0.25%
+12,858
2 3
4
5 6