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
$124M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$791K
3
+$381K
4
TAX
Cambria Tax Aware ETF
TAX
+$314K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$265K

Top Sells

1
+$449K
2
+$293K
3
+$280K
4
MTCH icon
Match Group
MTCH
+$262K
5
FLBR icon
Franklin FTSE Brazil ETF
FLBR
+$251K

Sector Composition

1 Technology 13.71%
2 Financials 4.86%
3 Healthcare 4.85%
4 Consumer Discretionary 4.25%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.25%
97
102
$308K 0.25%
11,860
-340
103
$304K 0.25%
970
104
$303K 0.24%
669
105
$298K 0.24%
2,083
106
$295K 0.24%
2,929
107
$284K 0.23%
4,550
108
$282K 0.23%
1,930
109
$277K 0.22%
1,350
110
$275K 0.22%
2,620
111
$274K 0.22%
28,730
112
$271K 0.22%
6,000
113
$267K 0.22%
1,575
-150
114
$267K 0.22%
5,450
115
$265K 0.21%
+4,150
116
$262K 0.21%
1,245
117
$260K 0.21%
+3,170
118
$256K 0.21%
3,643
119
$254K 0.21%
7,520
120
$254K 0.21%
1,262
121
$253K 0.2%
1,350
122
$252K 0.2%
1,453
123
$250K 0.2%
905
124
$249K 0.2%
10,510
125
$248K 0.2%
3,357
3 4
5
6 7