SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.96M
3
+$2.58M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$662K
5
HAYW icon
Hayward Holdings
HAYW
+$593K

Top Sells

1
+$4.54M
2
+$1.2M
3
+$918K
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$881K
5
AVUS icon
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
1
$6.66M 4.96%
147,778
+8,205
2
$5.83M 4.35%
218,580
+24,825
3
$5.4M 4.02%
226,583
-500
4
$4.66M 3.47%
+47,245
5
$4.19M 3.12%
46,010
-755
6
$3.84M 2.86%
34,105
+3,260
7
$3.62M 2.7%
35,925
-8,270
8
$3.18M 2.37%
6,403
+261
9
$2.96M 2.2%
+57,970
10
$2.87M 2.14%
61,915
-97,890
11
$2.8M 2.09%
126,840
-16,350
12
$2.58M 1.93%
+252,893
13
$2.56M 1.91%
18,813
+2,773
14
$2.53M 1.89%
103,610
15
$2.5M 1.87%
9,080
+700
16
$2.47M 1.84%
49,085
+3,823
17
$2.31M 1.72%
7,615
-200
18
$2.07M 1.54%
10,086
-223
19
$2.01M 1.5%
30,940
20
$1.77M 1.32%
22,341
+1,781
21
$1.63M 1.21%
7,420
-200
22
$1.55M 1.15%
22,404
-550
23
$1.43M 1.07%
15,600
-1,490
24
$1.43M 1.06%
27,060
-715
25
$1.38M 1.03%
1,870
+270
1
2 3 4 5