SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.96M
3
+$2.58M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$662K
5
HAYW icon
Hayward Holdings
HAYW
+$593K

Top Sells

1
+$4.54M
2
+$1.2M
3
+$918K
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$881K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$834K

Sector Composition

1 Technology 14.59%
2 Financials 7.2%
3 Healthcare 4.72%
4 Consumer Discretionary 3.72%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$449K 0.33%
3,077
77
$448K 0.33%
427
-27
78
$443K 0.33%
3,502
79
$442K 0.33%
1,155
80
$442K 0.33%
2,775
-320
81
$436K 0.32%
8,700
82
$434K 0.32%
1,496
83
$430K 0.32%
24,703
84
$414K 0.31%
12,245
-890
85
$406K 0.3%
8,000
-1,000
86
$396K 0.3%
2,486
87
$396K 0.3%
400
88
$382K 0.28%
7,130
89
$372K 0.28%
3,360
-520
90
$372K 0.28%
2,996
-155
91
$370K 0.28%
2,100
92
$369K 0.28%
5,145
93
$362K 0.27%
4,865
94
$360K 0.27%
97
95
$336K 0.25%
3,185
96
$333K 0.25%
12,858
97
$325K 0.24%
669
98
$312K 0.23%
6,000
99
$312K 0.23%
1,245
100
$311K 0.23%
1,262
2 3
4
5 6