SWM

SeaCrest Wealth Management Portfolio holdings

AUM $935M
1-Year Est. Return 37.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.35M
3
+$1.11M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$866K
5
URA icon
Global X Uranium ETF
URA
+$836K

Top Sells

1
+$2.2M
2
+$1.91M
3
+$1.86M
4
AZO icon
AutoZone
AZO
+$1.3M
5
VTV icon
Vanguard Value ETF
VTV
+$1.02M

Sector Composition

1 Technology 24.56%
2 Healthcare 8.22%
3 Financials 8.14%
4 Communication Services 7.71%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
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