SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$921M
This Quarter Return
+8.32%
1 Year Return
+24.42%
3 Year Return
+101.15%
5 Year Return
+173.95%
10 Year Return
–
AUM
$829M
AUM Growth
+$829M
(+9.8%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
23.34%
Holding
722
New
63
Increased
333
Reduced
233
Closed
31
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$1.63M |
| 2 |
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
|
$1.34M |
| 3 |
Boeing
BA
|
$1.08M |
| 4 |
First Trust Multi-Manager Large Growth ETF
MMLG
|
$1.03M |
| 5 |
iShares Morningstar US Equity ETF
ILCB
|
$1M |
Top Sells
Sector Composition
| 1 | Technology | 20.84% |
| 2 | Communication Services | 8.88% |
| 3 | Healthcare | 8.11% |
| 4 | Financials | 7.73% |
| 5 | Industrials | 6.02% |
