SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$282K
3
+$79.6K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.69K

Top Sells

1
+$2.37M
2
+$2.12M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
AMZN icon
Amazon
AMZN
+$1.1M

Sector Composition

1 Technology 8.84%
2 Financials 3.95%
3 Healthcare 2.28%
4 Consumer Discretionary 1.28%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EW icon
126
Edwards Lifesciences
EW
$48.5B
– –
-3,120
EXPE icon
127
Expedia Group
EXPE
$28.4B
– –
-1,250
FDX icon
128
FedEx
FDX
$82.8B
– –
-1,105
GLW icon
129
Corning
GLW
$113B
– –
-3,900
GOOGL icon
130
Alphabet (Google) Class A
GOOGL
$3.7T
– –
-2,100
HCA icon
131
HCA Healthcare
HCA
$117B
– –
-1,155
IJH icon
132
iShares Core S&P Mid-Cap ETF
IJH
$105B
– –
-4,550
IRM icon
133
Iron Mountain
IRM
$31.8B
– –
-2,530
KMB icon
134
Kimberly-Clark
KMB
$33.3B
– –
-1,752
KR icon
135
Kroger
KR
$45.7B
– –
-5,145
LHX icon
136
L3Harris
LHX
$68.4B
– –
-1,245
LMT icon
137
Lockheed Martin
LMT
$148B
– –
-476
MRK icon
138
Merck
MRK
$285B
– –
-3,747
SBUX icon
139
Starbucks
SBUX
$111B
– –
-2,645
SCHW icon
140
Charles Schwab
SCHW
$164B
– –
-3,357
SNY icon
141
Sanofi
SNY
$106B
– –
-4,247
TJX icon
142
TJX Companies
TJX
$173B
– –
-1,643
TXN icon
143
Texas Instruments
TXN
$177B
– –
-1,350
V icon
144
Visa
V
$596B
– –
-1,674
VTV icon
145
Vanguard Value ETF
VTV
$166B
– –
-1,575
WM icon
146
Waste Management
WM
$95.6B
– –
-1,012
ADBE icon
147
Adobe
ADBE
$103B
– –
-625
FISV
148
Fiserv Inc
FISV
$30.8B
– –
-1,350
PYPL icon
149
PayPal
PYPL
$41.8B
– –
-4,865
RSG icon
150
Republic Services
RSG
$69.2B
– –
-1,262
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