SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.96M
3
+$2.58M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$662K
5
HAYW icon
Hayward Holdings
HAYW
+$593K

Top Sells

1
+$4.54M
2
+$1.2M
3
+$918K
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$881K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$834K

Sector Composition

1 Technology 14.59%
2 Financials 7.2%
3 Healthcare 4.72%
4 Consumer Discretionary 3.72%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.23%
3,720
-150
102
$308K 0.23%
1,930
103
$306K 0.23%
3,357
104
$301K 0.22%
2,929
105
$298K 0.22%
2,355
-145
106
$297K 0.22%
970
107
$297K 0.22%
3,747
+12
108
$293K 0.22%
5,300
-150
109
$292K 0.22%
3,643
110
$289K 0.22%
15,620
-970
111
$284K 0.21%
1,683
-200
112
$283K 0.21%
8,320
113
$282K 0.21%
4,550
114
$280K 0.21%
1,350
115
$278K 0.21%
1,575
116
$276K 0.21%
26,580
-2,150
117
$275K 0.2%
5,550
118
$273K 0.2%
7,100
-420
119
$263K 0.2%
+816
120
$263K 0.2%
+737
121
$262K 0.2%
905
122
$260K 0.19%
2,530
-90
123
$256K 0.19%
1,378
124
$251K 0.19%
1,105
-120
125
$251K 0.19%
3,365
-540
3 4
5
6 7