SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.06%
This Quarter Est. Return
1 Year Est. Return
+33.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$591M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,422
New
Increased
Reduced
Closed

Top Sells

1 +$805K
2 +$555K
3 +$496K
4
GIS icon
General Mills
GIS
+$476K
5
GLD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$11K ﹤0.01%
62
+6
1602
$11K ﹤0.01%
500
1603
$11K ﹤0.01%
673
1604
$11K ﹤0.01%
130
1605
$11K ﹤0.01%
1,000
1606
$11K ﹤0.01%
+700
1607
$11K ﹤0.01%
411
1608
$11K ﹤0.01%
+300
1609
$11K ﹤0.01%
192
1610
$11K ﹤0.01%
103
1611
$11K ﹤0.01%
145
1612
$11K ﹤0.01%
486
1613
$11K ﹤0.01%
200
1614
0
1615
$11K ﹤0.01%
374
1616
$11K ﹤0.01%
643
+38
1617
$11K ﹤0.01%
200
1618
$11K ﹤0.01%
+215
1619
$11K ﹤0.01%
+138
1620
$11K ﹤0.01%
284
1621
$11K ﹤0.01%
276
1622
$11K ﹤0.01%
5,487
+2,487
1623
$11K ﹤0.01%
1,100
1624
$11K ﹤0.01%
355
1625
$11K ﹤0.01%
323
-1