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 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
151
$204K 0.16%
+1,453
152
$203K 0.16%
19,900
153
$174K 0.14%
14,500
154
$143K 0.11%
18,800
-6,000
155
$127K 0.1%
10,975
156
$103K 0.08%
12,400
157
$97.7K 0.08%
+12,800
158
-53,208
159
-9,212
160
-374
161
-8,310
162
-12,000