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
2151
$1K ﹤0.01%
16
2152
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16
2153
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2154
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2155
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+15
2156
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2157
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2159
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2160
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2161
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2162
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2163
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2164
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2165
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2166
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2167
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2168
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2170
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2171
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2172
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500
2173
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42
2174
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507
2175
$1K ﹤0.01%
60