SWM

SeaCrest Wealth Management Portfolio holdings

AUM $921M
1-Year Est. Return 24.42%
This Quarter Est. Return
1 Year Est. Return
+24.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1 +$5.52M
2 +$2.96M
3 +$1.65M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.56M
5
FDX icon
FedEx
FDX
+$1.2M

Top Sells

1 +$3.27M
2 +$1.3M
3 +$1.25M
4
GLD icon
SPDR Gold Trust
GLD
+$1.17M
5
CSCO icon
Cisco
CSCO
+$1.15M

Sector Composition

1 Technology 21.35%
2 Healthcare 9.28%
3 Communication Services 8.71%
4 Consumer Discretionary 6.33%
5 Financials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-30,000
627
-850