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
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
1
$4.48M 4.28%
48,175
-755
2
$4.45M 4.25%
219,183
-1,200
3
$4.43M 4.23%
99,228
+20,869
4
$3.8M 3.63%
42,530
+360
5
$3.07M 2.93%
128,958
-19,202
6
$2.88M 2.75%
63,660
+9,720
7
$2.7M 2.58%
10,385
-1,400
8
$2.58M 2.47%
6,082
-80
9
$2.48M 2.37%
115,120
+24,190
10
$2.31M 2.2%
89,090
-2,040
11
$2.28M 2.18%
54,473
-4,355
12
$2.07M 1.98%
19,470
-5,440
13
$1.93M 1.84%
32,640
14
$1.84M 1.76%
75,713
-9,634
15
$1.71M 1.64%
10,086
-223
16
$1.5M 1.44%
11,790
17
$1.4M 1.34%
59,055
-3,800
18
$1.4M 1.34%
11,675
19
$1.34M 1.28%
7,420
-200
20
$1.33M 1.27%
22,159
21
$1.31M 1.26%
20,715
22
$1.2M 1.14%
18,260
23
$1.19M 1.13%
47,100
24
$1.14M 1.09%
32,177
25
$1.12M 1.07%
8,310
1
2 3 4 5