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
1851
$5K ﹤0.01%
500
1852
$5K ﹤0.01%
250
1853
$5K ﹤0.01%
+600
1854
$5K ﹤0.01%
47
1855
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1,000
1856
$5K ﹤0.01%
+74
1857
$5K ﹤0.01%
300
1858
$5K ﹤0.01%
+17
1859
$5K ﹤0.01%
500
1860
$5K ﹤0.01%
81
1861
$5K ﹤0.01%
77
1862
$5K ﹤0.01%
1,500
1863
$5K ﹤0.01%
+266
1864
$5K ﹤0.01%
21
+8
1865
$5K ﹤0.01%
300
1866
$5K ﹤0.01%
100
1867
$5K ﹤0.01%
100
1868
$5K ﹤0.01%
93
1869
$5K ﹤0.01%
300
1870
$5K ﹤0.01%
195
1871
$5K ﹤0.01%
75
1872
$5K ﹤0.01%
224
+219
1873
$5K ﹤0.01%
2,146
+300
1874
$5K ﹤0.01%
300
1875
$5K ﹤0.01%
300