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
$87.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$4.59M
3 +$3.94M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.04%
2 Healthcare 7.24%
3 Financials 4.38%
4 Consumer Discretionary 3.8%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$204K 0.23%
+2,840
127
$201K 0.23%
+5,103
128
$201K 0.23%
+1,496
129
$181K 0.21%
+19,900
130
$135K 0.15%
+21,000
131
$80.4K 0.09%
+12,400