SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.06%
This Quarter Est. Return
1 Year Est. Return
+33.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$792M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.47M
3
+$1.4M
4
CAT icon
Caterpillar
CAT
+$1.26M
5
PANW icon
Palo Alto Networks
PANW
+$1.16M

Top Sells

1
+$2.04M
2
+$1.78M
3
+$1.54M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.47M
5
ABBV icon
AbbVie
ABBV
+$1.33M

Sector Composition

1 Technology 24.42%
2 Healthcare 8.4%
3 Communication Services 7.12%
4 Industrials 6.39%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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672
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