SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$921M
1-Year Return
24.42%
This Quarter Return
+3.57%
1 Year Return
+24.42%
3 Year Return
+101.15%
5 Year Return
+173.95%
10 Year Return
–
AUM
$555M
AUM Growth
+$9.8M
(+1.8%)
Cap. Flow
-$3.46M
Cap. Flow
% of AUM
-0.62%
Top 10 Holdings %
Top 10 Hldgs %
16.88%
Holding
2,395
New
109
Increased
519
Reduced
565
Closed
104
Top Buys
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$1.42M |
| 2 |
Columbia Financial
CLBK
|
+$1.09M |
| 3 |
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
|
+$1.08M |
| 4 |
AbbVie
ABBV
|
+$971K |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$652K |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$3.12M |
| 2 |
Apple
AAPL
|
+$1.79M |
| 3 |
Invesco Fundamental High Yield Corporate Bond ETF
PHB
|
+$1.74M |
| 4 |
FLG
Flagstar Financial, Inc.
FLG
|
+$1.7M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.49M |
Sector Composition
| 1 | Technology | 13.67% |
| 2 | Financials | 10.18% |
| 3 | Communication Services | 8.96% |
| 4 | Healthcare | 7.62% |
| 5 | Industrials | 6.7% |
