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
1676
$9K ﹤0.01%
906
1677
$9K ﹤0.01%
195
1678
$9K ﹤0.01%
892
1679
$9K ﹤0.01%
+200
1680
$9K ﹤0.01%
55
1681
$9K ﹤0.01%
373
1682
$9K ﹤0.01%
182
1683
$9K ﹤0.01%
177
-5
1684
$9K ﹤0.01%
900
1685
$9K ﹤0.01%
11,000
+1,500
1686
$9K ﹤0.01%
1,000
1687
$9K ﹤0.01%
646
-1,062
1688
$9K ﹤0.01%
667
1689
$9K ﹤0.01%
+147
1690
$9K ﹤0.01%
80
1691
$9K ﹤0.01%
240
+40
1692
$9K ﹤0.01%
164
-258
1693
$9K ﹤0.01%
179
1694
$9K ﹤0.01%
200
+100
1695
$9K ﹤0.01%
219
1696
$9K ﹤0.01%
1,000
1697
$9K ﹤0.01%
400
1698
$9K ﹤0.01%
275
1699
$9K ﹤0.01%
750
1700
$9K ﹤0.01%
460