SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$921M
1-Year Return
24.42%
This Quarter Return
+6.41%
1 Year Return
+24.42%
3 Year Return
+101.15%
5 Year Return
+173.95%
10 Year Return
–
AUM
$755M
AUM Growth
+$44M
(+6.2%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
22.58%
Holding
696
New
75
Increased
290
Reduced
256
Closed
37
Top Buys
Top Sells
| 1 |
PARA
Paramount Global Class B
PARA
|
+$1.53M |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$1.44M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$1.37M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$980K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$886K |
Sector Composition
| 1 | Technology | 20.34% |
| 2 | Communication Services | 8.97% |
| 3 | Healthcare | 8.14% |
| 4 | Financials | 7.76% |
| 5 | Industrials | 5.92% |
