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
$87.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.59M
3
+$3.94M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.04%
2 Healthcare 7.24%
3 Financials 4.38%
4 Consumer Discretionary 3.8%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.26%
+5,145
102
$228K 0.26%
+7,400
103
$226K 0.26%
+5,790
104
$225K 0.26%
+8,512
105
$224K 0.26%
+4,095
106
$223K 0.26%
+1,378
107
$220K 0.25%
+400
108
$220K 0.25%
+4,550
109
$220K 0.25%
+10,450
110
$219K 0.25%
+650
111
$218K 0.25%
+1,751
112
$218K 0.25%
+1,861
113
$217K 0.25%
+3,018
114
$216K 0.25%
+1,883
115
$214K 0.25%
+3,445
116
$213K 0.24%
+6,105
117
$213K 0.24%
+7,930
118
$213K 0.24%
+4,255
119
$212K 0.24%
+1,504
120
$211K 0.24%
+1,730
121
$211K 0.24%
+6,050
122
$209K 0.24%
+900
123
$208K 0.24%
+850
124
$207K 0.24%
+669
125
$206K 0.24%
+4,260
2 3 4
5
6