SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 14.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$282K
3
+$79.6K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.69K

Top Sells

1
+$2.37M
2
+$2.12M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
AMZN icon
Amazon
AMZN
+$1.1M

Sector Composition

1 Technology 8.84%
2 Financials 3.95%
3 Healthcare 2.28%
4 Consumer Discretionary 1.28%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.15%
1,850
-3,350
102
$220K 0.15%
2,500
103
$218K 0.15%
187
-240
104
$213K 0.15%
1,475
-880
105
$212K 0.15%
914
-464
106
$210K 0.15%
49
-48
107
$205K 0.14%
2,443
-1,200
108
$203K 0.14%
19,650
109
$200K 0.14%
1,590
-1,770
110
$200K 0.14%
10,680
-14,023
111
$164K 0.11%
12,450
-7,735
112
$110K 0.08%
10,400
-2,000
113
$96K 0.07%
24,800
114
$82.8K 0.06%
12,064
-956
115
– –
-737
116
– –
-625
117
– –
-3,185
118
– –
-3,305
119
– –
-816
120
– –
-653
121
– –
-2,286
122
– –
-400
123
– –
-2,996
124
– –
-1,930
125
– –
-3,365
2 3 4
5
6