SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$921M
1-Year Return
24.42%
This Quarter Return
+8.83%
1 Year Return
+24.42%
3 Year Return
+101.15%
5 Year Return
+173.95%
10 Year Return
–
AUM
$738M
AUM Growth
+$41.1M
(+5.9%)
Cap. Flow
+$525K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
24.84%
Holding
677
New
43
Increased
291
Reduced
240
Closed
47
Top Buys
| 1 |
VanEck Agribusiness ETF
MOO
|
$1.78M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.7M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.47M |
| 4 |
NVIDIA
NVDA
|
$1.44M |
| 5 |
Sprott Physical Gold
PHYS
|
$1.16M |
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$5.6M |
| 2 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
$1.51M |
| 3 |
Devon Energy
DVN
|
$1.4M |
| 4 |
iShares Biotechnology ETF
IBB
|
$1.2M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.09M |
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Healthcare | 8.87% |
| 3 | Communication Services | 6.75% |
| 4 | Industrials | 6.18% |
| 5 | Consumer Staples | 6.16% |
