SWM
Seed Wealth Management Portfolio holdings
AUM
$145M
1-Year Est. Return
15.13%
1 Year Est. Return
+15.13%
AUM
$134M
AUM Growth
+$11.4M
(+9.2%)
Holding
161
Top Buys
| 1 | +$4.66M | |
| 2 | +$2.96M | |
| 3 | +$2.58M | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$662K |
| 5 |
Hayward Holdings
HAYW
|
+$593K |
Top Sells
| 1 | +$4.54M | |
| 2 | +$1.2M | |
| 3 | +$918K | |
| 4 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$881K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
151
Global X 1-3 Month T-Bill ETF
CLIP
$1.8B
| – | – |
-8,770
|
|
||
|
DFS
152
DELISTED
Discover Financial Services
DFS
| – | – |
-1,453
|
|
||
153
Dimensional US Equity ETF
DFUS
$18B
| – | – |
-4,150
|
|
||
154
Franklin Senior Loan ETF
FLBL
$960M
| – | – |
-28,254
|
|
||
155
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
| – | – |
-8,580
|
|
||
156
International Paper
IP
$20.6B
| – | – |
-3,855
|
|
||
157
Janus Henderson AAA CLO ETF
JAAA
$25.2B
| – | – |
-18,104
|
|
||
158
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$491M
| – | – |
-23,770
|
|
||
159
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.47B
| – | – |
-14,500
|
|
||
160
Sempra
SRE
$57.6B
| – | – |
-3,410
|
|
||
161
Tyson Foods
TSN
$21.3B
| – | – |
-3,480
|
|