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
1
$7.25M 5.85%
159,835
-4,240
2
$5.72M 4.62%
129,542
+17,901
3
$4.76M 3.84%
209,493
4
$4.43M 3.58%
171,420
+39,380
5
$4.3M 3.47%
44,505
-575
6
$4.05M 3.27%
41,795
+1,335
7
$3.14M 2.54%
28,480
+809
8
$3.08M 2.48%
142,720
+7,870
9
$3.03M 2.45%
125,233
-1,525
10
$2.6M 2.1%
6,162
11
$2.58M 2.08%
10,309
12
$2.37M 1.91%
8,165
-1,550
13
$2.34M 1.89%
48,262
+2,512
14
$1.94M 1.57%
8,380
15
$1.87M 1.51%
29,140
16
$1.79M 1.44%
73,645
+91
17
$1.67M 1.35%
7,620
18
$1.46M 1.18%
29,000
19
$1.43M 1.16%
15,655
+310
20
$1.37M 1.11%
27,625
-405
21
$1.29M 1.04%
62,720
+18,500
22
$1.29M 1.04%
19,760
23
$1.28M 1.03%
16,900
-1,100
24
$1.23M 1%
24,130
25
$1.23M 0.99%
3,685
1
2 3 4 5