SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.05%
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
2076
$1K ﹤0.01%
31
2077
$1K ﹤0.01%
61
+3
2078
$1K ﹤0.01%
20
2079
$1K ﹤0.01%
43
2080
$1K ﹤0.01%
167
2081
$1K ﹤0.01%
5
-3
2082
$1K ﹤0.01%
66
2083
$1K ﹤0.01%
12
2084
$1K ﹤0.01%
18
2085
$1K ﹤0.01%
12
2086
$1K ﹤0.01%
40
-10
2087
$1K ﹤0.01%
2
2088
$1K ﹤0.01%
8
2089
$1K ﹤0.01%
41
2090
$1K ﹤0.01%
26
2091
$1K ﹤0.01%
109
+2
2092
$1K ﹤0.01%
+15
2093
$1K ﹤0.01%
18
2094
$1K ﹤0.01%
10
2095
$1K ﹤0.01%
30
2096
$1K ﹤0.01%
69
2097
$1K ﹤0.01%
800
2098
$1K ﹤0.01%
21
2099
$1K ﹤0.01%
65
2100
$1K ﹤0.01%
16