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
1801
$6K ﹤0.01%
3
1802
$6K ﹤0.01%
+97
1803
$6K ﹤0.01%
904
1804
$6K ﹤0.01%
64
1805
$6K ﹤0.01%
500
1806
$6K ﹤0.01%
286
1807
$6K ﹤0.01%
487
+287
1808
$6K ﹤0.01%
12
1809
$6K ﹤0.01%
214
1810
$6K ﹤0.01%
667
1811
$6K ﹤0.01%
282
+2
1812
$6K ﹤0.01%
+85
1813
$6K ﹤0.01%
504
1814
$6K ﹤0.01%
603
1815
$6K ﹤0.01%
7
1816
$6K ﹤0.01%
124
1817
$6K ﹤0.01%
364
1818
$6K ﹤0.01%
100
1819
$6K ﹤0.01%
696
-55
1820
$6K ﹤0.01%
240
1821
$6K ﹤0.01%
831
1822
$6K ﹤0.01%
380
-310
1823
$6K ﹤0.01%
68
-233
1824
$6K ﹤0.01%
267
-200
1825
$6K ﹤0.01%
117
+3