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
$88.3M
AUM Growth
+$955K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$636K
3
+$339K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$296K
5
FDX icon
FedEx
FDX
+$252K

Top Sells

1
+$1.86M
2
+$733K
3
+$631K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$309K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$270K

Sector Composition

1 Technology 11.47%
2 Healthcare 7.01%
3 Consumer Discretionary 4.25%
4 Financials 3.22%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$203K 0.23%
900
127
$201K 0.23%
+1,928
128
$201K 0.23%
+1,700
129
$177K 0.2%
21,000
130
$171K 0.19%
19,900
131
$85.7K 0.1%
12,400
132
– –
-850
133
– –
-2,840
134
– –
-1,504
135
– –
-1,496
136
– –
-3,167
137
– –
-3,445
138
– –
-5,103
2 3 4 5
6