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
2201
$1K ﹤0.01%
9
2202
$1K ﹤0.01%
30
2203
$1K ﹤0.01%
60
2204
$1K ﹤0.01%
50
2205
$1K ﹤0.01%
51
2206
$1K ﹤0.01%
7
2207
$1K ﹤0.01%
30
2208
$1K ﹤0.01%
8
2209
$1K ﹤0.01%
307
2210
$1K ﹤0.01%
+7
2211
$1K ﹤0.01%
11
2212
$1K ﹤0.01%
200
2213
$1K ﹤0.01%
20
+2
2214
$1K ﹤0.01%
10
2215
0
2216
$1K ﹤0.01%
25
2217
$1K ﹤0.01%
305
2218
$1K ﹤0.01%
3
2219
$1K ﹤0.01%
1,300
2220
$1K ﹤0.01%
300
2221
$1K ﹤0.01%
30
2222
$1K ﹤0.01%
22
2223
$1K ﹤0.01%
41
2224
$1K ﹤0.01%
24
2225
$1K ﹤0.01%
21