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

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
1751
$6K ﹤0.01%
124
1752
$6K ﹤0.01%
364
1753
$6K ﹤0.01%
91
1754
$6K ﹤0.01%
45
1755
$6K ﹤0.01%
150
1756
$6K ﹤0.01%
200
1757
$6K ﹤0.01%
1,500
1758
$6K ﹤0.01%
109
1759
$6K ﹤0.01%
100
1760
$6K ﹤0.01%
120
-120
1761
$6K ﹤0.01%
751
+500
1762
$6K ﹤0.01%
142
1763
$6K ﹤0.01%
185
1764
$6K ﹤0.01%
1,050
1765
$6K ﹤0.01%
+3
1766
$6K ﹤0.01%
64
-86
1767
$6K ﹤0.01%
123
1768
$6K ﹤0.01%
831
1769
$6K ﹤0.01%
45
1770
$6K ﹤0.01%
+41
1771
$6K ﹤0.01%
46
1772
$6K ﹤0.01%
1,023
+33
1773
$6K ﹤0.01%
500
1774
$6K ﹤0.01%
229
1775
$6K ﹤0.01%
100