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
$124M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$791K
3
+$381K
4
TAX
Cambria Tax Aware ETF
TAX
+$314K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$265K

Top Sells

1
+$449K
2
+$293K
3
+$280K
4
MTCH icon
Match Group
MTCH
+$262K
5
FLBR icon
Franklin FTSE Brazil ETF
FLBR
+$251K

Sector Composition

1 Technology 13.71%
2 Financials 4.86%
3 Healthcare 4.85%
4 Consumer Discretionary 4.25%
5 Communication Services 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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152
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155
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161
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162
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-3,480
3 4 5 6
7