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
$125M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.23M
3
+$1.18M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.01M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$724K

Top Sells

1
+$2.22M
2
+$440K
3
+$395K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$369K
5
INTC icon
Intel
INTC
+$285K

Sector Composition

1 Technology 12.36%
2 Healthcare 5.59%
3 Financials 4.62%
4 Consumer Discretionary 4.31%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.21%
6,930
127
$261K 0.21%
905
128
$254K 0.2%
3,905
129
$253K 0.2%
1,262
130
$251K 0.2%
13,800
-1,250
131
$248K 0.2%
5,930
132
$247K 0.2%
400
133
$247K 0.2%
+7,930
134
$244K 0.2%
+2,060
135
$243K 0.19%
1,350
136
$240K 0.19%
8,320
-500
137
$235K 0.19%
+800
138
$232K 0.19%
900
139
$227K 0.18%
+6,980
140
$225K 0.18%
+2,313
141
$225K 0.18%
1,020
142
$218K 0.17%
3,645
143
$218K 0.17%
3,357
144
$216K 0.17%
+799
145
$212K 0.17%
+816
146
$210K 0.17%
1,012
147
$209K 0.17%
2,600
-100
148
$207K 0.17%
+3,480
149
$206K 0.16%
3,120
150
$206K 0.16%
3,643
3 4 5
6
7