SWM

SeaCrest Wealth Management Portfolio holdings

AUM $935M
1-Year Est. Return 37.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,395
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.13M
3
+$1.1M
4
ABBV icon
AbbVie
ABBV
+$1.02M
5
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$679K

Top Sells

1
+$3.05M
2
+$1.84M
3
+$1.75M
4
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
+$1.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.43M

Sector Composition

1 Technology 13.66%
2 Financials 10.18%
3 Communication Services 8.98%
4 Healthcare 7.62%
5 Industrials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$16K ﹤0.01%
96
1452
$15K ﹤0.01%
596
-650
1453
$15K ﹤0.01%
300
1454
$15K ﹤0.01%
250
1455
$15K ﹤0.01%
564
1456
$15K ﹤0.01%
208
1457
$15K ﹤0.01%
1,102
+122
1458
$15K ﹤0.01%
141
1459
$15K ﹤0.01%
292
1460
$15K ﹤0.01%
523
+260
1461
$15K ﹤0.01%
850
1462
$15K ﹤0.01%
356
-200
1463
$15K ﹤0.01%
73
+65
1464
$15K ﹤0.01%
+114
1465
$15K ﹤0.01%
1,200
1466
$15K ﹤0.01%
233
1467
$15K ﹤0.01%
610
1468
$15K ﹤0.01%
333
1469
$15K ﹤0.01%
+200
1470
$15K ﹤0.01%
1,000
1471
$15K ﹤0.01%
150
1472
$15K ﹤0.01%
306
1473
$15K ﹤0.01%
68
-9
1474
$15K ﹤0.01%
182
1475
$15K ﹤0.01%
202
57 58
59
60 61