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
$105M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$520K
3
+$439K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$335K
5
NVDA icon
NVIDIA
NVDA
+$260K

Top Sells

1
+$622K
2
+$579K
3
+$457K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$364K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$328K

Sector Composition

1 Technology 13.21%
2 Healthcare 6.59%
3 Financials 4.64%
4 Consumer Discretionary 4.05%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.22%
1,020
127
$228K 0.22%
6,010
128
$227K 0.22%
7,645
+265
129
$227K 0.22%
4,695
130
$226K 0.22%
27,130
-2,000
131
$226K 0.22%
1,752
-95
132
$216K 0.21%
476
133
$215K 0.21%
+1,012
134
$214K 0.2%
+1,350
135
$213K 0.2%
2,942
136
$212K 0.2%
3,395
-500
137
$210K 0.2%
+3,643
138
$210K 0.2%
2,080
-130
139
$209K 0.2%
+800
140
$208K 0.2%
+2,620
141
$208K 0.2%
3,790
142
$205K 0.2%
+2,700
143
$201K 0.19%
4,000
144
$201K 0.19%
+3,480
145
$191K 0.18%
19,900
146
$159K 0.15%
14,500
147
$148K 0.14%
12,000
148
$145K 0.14%
20,800
-4,000
149
$131K 0.13%
10,975
-16
150
$114K 0.11%
12,991
+1,950
3 4 5
6
7