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
$125M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.23M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.01M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$724K

Top Sells

1
+$2.22M
2
+$440K
3
+$395K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$369K
5
INTC icon
Intel
INTC
+$285K

Sector Composition

1 Technology 12.36%
2 Healthcare 5.59%
3 Financials 4.62%
4 Consumer Discretionary 4.31%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.25%
2,620
102
$308K 0.25%
669
103
$307K 0.25%
7,520
104
$306K 0.24%
97
105
$304K 0.24%
28,730
-400
106
$301K 0.24%
1,725
107
$300K 0.24%
11,690
-870
108
$299K 0.24%
6,000
109
$296K 0.24%
1,245
110
$295K 0.24%
5,145
111
$293K 0.23%
600
112
$293K 0.23%
5,450
-150
113
$286K 0.23%
2,929
114
$286K 0.23%
970
115
$284K 0.23%
4,550
116
$280K 0.22%
2,080
117
$279K 0.22%
1,350
118
$278K 0.22%
476
119
$277K 0.22%
1,930
120
$272K 0.22%
1,378
121
$271K 0.22%
4,695
122
$266K 0.21%
10,510
-900
123
$266K 0.21%
5,550
-240
124
$264K 0.21%
+13,165
125
$263K 0.21%
1,847
3 4
5
6 7