SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 14.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$282K
3
+$79.6K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.69K

Top Sells

1
+$2.37M
2
+$2.12M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
AMZN icon
Amazon
AMZN
+$1.1M

Sector Composition

1 Technology 8.84%
2 Financials 3.95%
3 Healthcare 2.28%
4 Consumer Discretionary 1.28%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.22%
2,347
-1,237
77
$313K 0.22%
1,873
-1,204
78
$311K 0.21%
5,500
-500
79
$310K 0.21%
2,200
-1,302
80
$307K 0.21%
975
-521
81
$307K 0.21%
1,190
-1,400
82
$305K 0.21%
8,320
83
$303K 0.21%
5,300
84
$301K 0.21%
5,550
85
$300K 0.21%
19,860
-23,137
86
$299K 0.21%
1,611
-2,111
87
$296K 0.2%
3,565
-155
88
$291K 0.2%
1,750
-1,025
89
$275K 0.19%
7,570
90
$262K 0.18%
6,080
-1,020
91
$251K 0.17%
525
-915
92
$246K 0.17%
489
-180
93
$243K 0.17%
3,430
94
$242K 0.17%
1,575
-911
95
$238K 0.16%
26,580
96
$230K 0.16%
3,915
-200
97
$227K 0.16%
13,950
-1,670
98
$226K 0.16%
9,260
99
$224K 0.16%
795
-110
100
$223K 0.15%
789
-916
2 3
4
5 6