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
$105M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$520K
3
+$439K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$335K
5
NVDA icon
NVIDIA
NVDA
+$260K

Top Sells

1
+$622K
2
+$579K
3
+$457K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$364K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$328K

Sector Composition

1 Technology 13.21%
2 Healthcare 6.59%
3 Financials 4.64%
4 Consumer Discretionary 4.05%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$277K 0.26%
10,160
-1,250
102
$275K 0.26%
4,550
103
$273K 0.26%
2,797
104
$268K 0.26%
6,000
105
$267K 0.26%
600
106
$263K 0.25%
9,120
107
$260K 0.25%
+2,880
108
$260K 0.25%
1,245
109
$257K 0.25%
1,930
110
$256K 0.24%
6,045
111
$254K 0.24%
7,080
-500
112
$249K 0.24%
1,378
113
$247K 0.24%
2,929
114
$247K 0.24%
2,365
-75
115
$243K 0.23%
3,055
-280
116
$243K 0.23%
5,790
117
$242K 0.23%
1,683
-200
118
$242K 0.23%
2,840
119
$240K 0.23%
1,262
120
$239K 0.23%
900
121
$238K 0.23%
3,531
122
$234K 0.22%
1,350
123
$233K 0.22%
905
124
$232K 0.22%
850
125
$231K 0.22%
400
3 4
5
6 7