SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$921M
1-Year Return
24.42%
This Quarter Return
+8.09%
1 Year Return
+24.42%
3 Year Return
+101.15%
5 Year Return
+173.95%
10 Year Return
–
AUM
$697M
AUM Growth
+$38.3M
(+5.8%)
Cap. Flow
+$1.44M
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
21.88%
Holding
671
New
50
Increased
251
Reduced
280
Closed
37
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$2.13M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$1.75M |
| 3 |
Vanguard Energy ETF
VDE
|
$1.61M |
| 4 |
SPDR S&P Aerospace & Defense ETF
XAR
|
$1.51M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.09M |
Top Sells
| 1 |
Direxion Daily S&P 500 Bear 3x Shares
SPXS
|
$5.98M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.98M |
| 3 |
Apple
AAPL
|
$1.93M |
| 4 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$1.38M |
| 5 |
Kroger
KR
|
$1.15M |
Sector Composition
| 1 | Technology | 18.43% |
| 2 | Healthcare | 10.02% |
| 3 | Financials | 7.38% |
| 4 | Consumer Staples | 6.58% |
| 5 | Industrials | 6.36% |
