SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 14.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$282K
3
+$79.6K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.69K

Top Sells

1
+$2.37M
2
+$2.12M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
AMZN icon
Amazon
AMZN
+$1.1M

Sector Composition

1 Technology 8.84%
2 Financials 3.95%
3 Healthcare 2.28%
4 Consumer Discretionary 1.28%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.7M 26.04%
+698,460
2
$6.83M 4.72%
149,544
+1,766
3
$5.89M 4.06%
218,375
-205
4
$5.35M 3.69%
208,063
-18,520
5
$5.03M 3.47%
50,095
+2,850
6
$4.49M 3.1%
45,150
-860
7
$3.88M 2.68%
34,045
-60
8
$2.91M 2.01%
61,915
9
$2.86M 1.97%
55,892
-2,078
10
$2.85M 1.97%
126,840
11
$2.51M 1.73%
101,505
-2,105
12
$2.48M 1.71%
7,565
-50
13
$2.43M 1.68%
47,927
-1,158
14
$2.32M 1.6%
7,030
-2,050
15
$2.2M 1.52%
4,239
-2,164
16
$1.99M 1.38%
30,940
17
$1.97M 1.36%
22,141
-200
18
$1.82M 1.25%
166,893
-86,000
19
$1.71M 1.18%
15,735
-20,190
20
$1.56M 1.08%
21,244
-1,160
21
$1.44M 0.99%
27,130
+70
22
$1.4M 0.97%
31,547
-380
23
$1.34M 0.92%
59,620
24
$1.31M 0.9%
45,000
-1,050
25
$1.27M 0.88%
16,065
1
2 3 4 5