SWM
Seed Wealth Management Portfolio holdings
AUM
$145M
1-Year Est. Return
14.99%
This Fund
S&P 500
1 Year Est. Return
+14.99%
AUM
$145M
AUM Growth
+$388K
(+0.27%)
Holding
104
Top Buys
| 1 | +$3.47M | |
| 2 | +$1.28M | |
| 3 | +$241K | |
| 4 |
iShares MSCI Japan Small-Cap ETF
SCJ
|
+$211K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$195K |
Top Sells
| 1 | +$389K | |
| 2 | +$258K | |
| 3 | +$220K | |
| 4 |
Expedia Group
EXPE
|
+$220K |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$205K |
Sector Composition
| 1 | Technology | 6.26% |
| 2 | Financials | 2.38% |
| 3 | Healthcare | 2.19% |
| 4 | Consumer Discretionary | 1.08% |
| 5 | Energy | 1.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
IBM
IBM
$238B
| – | – |
-744
|
|
||
|
MVF
102
DELISTED
BlackRock MuniVest Fund
MVF
| – | – |
-12,064
|
|
||
103
Qualcomm
QCOM
$145B
| – | – |
-1,510
|
|
||
|
104
State Street Technology Select Sector SPDR ETF
XLK
$98.6B
| – | – |
-1,422
|
|