SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.96M
3
+$2.58M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$662K
5
HAYW icon
Hayward Holdings
HAYW
+$593K

Top Sells

1
+$4.54M
2
+$1.2M
3
+$918K
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$881K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$834K

Sector Composition

1 Technology 14.59%
2 Financials 7.2%
3 Healthcare 4.72%
4 Consumer Discretionary 3.72%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$244K 0.18%
3,120
127
$242K 0.18%
2,645
+332
128
$242K 0.18%
625
-51
129
$240K 0.18%
4,115
130
$233K 0.17%
9,260
-1,250
131
$233K 0.17%
1,350
132
$232K 0.17%
7,570
-360
133
$232K 0.17%
1,012
134
$226K 0.17%
1,752
-95
135
$222K 0.17%
3,305
-340
136
$220K 0.16%
476
137
$216K 0.16%
+653
138
$213K 0.16%
+2,500
139
$212K 0.16%
20,185
-1,170
140
$211K 0.16%
1,250
141
$209K 0.16%
3,430
-200
142
$207K 0.15%
+800
143
$205K 0.15%
4,247
144
$205K 0.15%
+3,900
145
$203K 0.15%
1,643
146
$197K 0.15%
19,650
147
$120K 0.09%
12,400
148
$108K 0.08%
24,800
149
$85.7K 0.06%
13,020
-3,519
150
– –
-627
3 4 5
6
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