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
1951
$4K ﹤0.01%
900
1952
$4K ﹤0.01%
140
1953
$4K ﹤0.01%
400
1954
$4K ﹤0.01%
960
1955
$4K ﹤0.01%
1,500
1956
$4K ﹤0.01%
49
1957
$4K ﹤0.01%
320
1958
$4K ﹤0.01%
115
1959
$4K ﹤0.01%
98
1960
$4K ﹤0.01%
202
1961
$4K ﹤0.01%
200
1962
$4K ﹤0.01%
121
1963
$4K ﹤0.01%
109
1964
$4K ﹤0.01%
100
1965
$4K ﹤0.01%
627
1966
$3K ﹤0.01%
420
1967
$3K ﹤0.01%
+50
1968
$3K ﹤0.01%
108
1969
$3K ﹤0.01%
750
1970
$3K ﹤0.01%
36
1971
$3K ﹤0.01%
30
1972
$3K ﹤0.01%
41
1973
$3K ﹤0.01%
93
1974
$3K ﹤0.01%
92
1975
$3K ﹤0.01%
100