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
$87.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.59M
3
+$3.94M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$3.69M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.04%
2 Healthcare 7.24%
3 Financials 4.38%
4 Consumer Discretionary 3.8%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.83M 5.54%
+96,065
2
$4.59M 5.25%
+204,857
3
$3.94M 4.51%
+96,358
4
$3.69M 4.23%
+49,550
5
$3.25M 3.72%
+217,770
6
$3.14M 3.59%
+63,649
7
$2.69M 3.08%
+53,300
8
$2.64M 3.02%
+38,810
9
$2M 2.29%
+10,480
10
$1.88M 2.15%
+40,190
11
$1.86M 2.13%
+80,938
12
$1.65M 1.89%
+15,835
13
$1.61M 1.85%
+35,445
14
$1.49M 1.7%
+81,660
15
$1.48M 1.69%
+6,162
16
$1.4M 1.6%
+30,390
17
$1.34M 1.53%
+10,309
18
$1.06M 1.22%
+48,360
19
$1.06M 1.21%
+19,920
20
$1.02M 1.17%
+18,460
21
$1.01M 1.16%
+32,405
22
$1.01M 1.16%
+19,519
23
$1M 1.15%
+44,514
24
$803K 0.92%
+11,860
25
$802K 0.92%
+8,110
1
2 3 4 5