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
151
$105K 0.1%
14,500
-9,526
152
$97.6K 0.09%
12,400
153
– –
-6,645
154
– –
-7,930
155
– –
-4,050
156
– –
-5,545
3 4 5 6
7