SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$2.46M
3
+$1.79M
4
V icon
Visa
V
+$1.63M
5
XOM icon
Exxon Mobil
XOM
+$1.37M

Top Sells

1
+$1.31M
2
+$1.11M
3
+$1.07M
4
HPQ icon
HP
HPQ
+$899K
5
GLD icon
SPDR Gold Trust
GLD
+$880K

Sector Composition

1 Technology 15.68%
2 Financials 9.51%
3 Communication Services 8.59%
4 Healthcare 8.38%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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599
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