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
1876
$5K ﹤0.01%
98
1877
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170
1878
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146
-3
1879
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375
1880
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1881
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1882
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+200
1883
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+150
1884
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1885
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1886
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1887
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1888
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+100
1889
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138
1890
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850
-1,300
1891
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1892
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+100
1893
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1894
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104
1895
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1896
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34
1897
$4K ﹤0.01%
5,580
1898
$4K ﹤0.01%
146
1899
$4K ﹤0.01%
250
1900
$4K ﹤0.01%
83
+72