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
1726
$8K ﹤0.01%
44
1727
$8K ﹤0.01%
198
1728
$8K ﹤0.01%
385
1729
$8K ﹤0.01%
415
1730
$8K ﹤0.01%
465
1731
$8K ﹤0.01%
27
+19
1732
$8K ﹤0.01%
957
1733
$8K ﹤0.01%
210
1734
$8K ﹤0.01%
230
1735
$8K ﹤0.01%
161
1736
$8K ﹤0.01%
300
1737
$8K ﹤0.01%
279
1738
$8K ﹤0.01%
174
1739
$8K ﹤0.01%
500
1740
$8K ﹤0.01%
675
+18
1741
$8K ﹤0.01%
110
1742
$8K ﹤0.01%
+427
1743
$8K ﹤0.01%
1,313
+1,000
1744
$8K ﹤0.01%
548
1745
$8K ﹤0.01%
250
1746
$8K ﹤0.01%
210
+129
1747
$8K ﹤0.01%
146
1748
$8K ﹤0.01%
1,500
1749
$7K ﹤0.01%
150
1750
$7K ﹤0.01%
293