SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$988M
1-Year Est. Return
33.06%
1 Year Est. Return
+33.06%
AUM
$591M
AUM Growth
+$35.9M
(+6.5%)
Holding
2,422
Top Buys
| 1 | +$1.21M | |
| 2 | +$949K | |
| 3 | +$702K | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$674K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$641K |
Top Sells
| 1 | +$805K | |
| 2 | +$555K | |
| 3 | +$496K | |
| 4 |
General Mills
GIS
|
+$476K |
| 5 |
SPDR Gold Trust
GLD
|
+$442K |
Sector Composition
| 1 | Technology | 14.98% |
| 2 | Financials | 9.99% |
| 3 | Communication Services | 8.7% |
| 4 | Healthcare | 8.15% |
| 5 | Industrials | 6.85% |