SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$935M
1-Year Est. Return
37.62%
This Fund
S&P 500
1 Year Est. Return
+37.62%
AUM
$935M
AUM Growth
-$53.2M
(-5.4%)
Holding
681
Top Buys
| 1 | +$1.93M | |
| 2 | +$1.19M | |
| 3 | +$1.09M | |
| 4 |
Applied Optoelectronics
AAOI
|
+$1.07M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.05M |
Top Sells
| 1 | +$2.9M | |
| 2 | +$2.34M | |
| 3 | +$1.5M | |
| 4 |
Sprott Physical Silver Trust
PSLV
|
+$1.37M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.33M |
Sector Composition
| 1 | Technology | 22.38% |
| 2 | Communication Services | 11.31% |
| 3 | Financials | 6.06% |
| 4 | Industrials | 5.21% |
| 5 | Healthcare | 5.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Workday
WDAY
$31.8B
| – | – |
-949
|
|
||
677
Invesco S&P SmallCap Quality ETF
XSHQ
$251M
| – | – |
-5,098
|
|
||
678
Zoetis
ZTS
$51.5B
| – | – |
-2,137
|
|
||
679
Astera Labs
ALAB
$29.6B
| – | – |
-1,867
|
|
||
680
Reddit
RDDT
$31.3B
| – | – |
-1,619
|
|
||
|
ONC
681
BeOne Medicines Ltd
ONC
$35.9B
| – | – |
-620
|
|