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
2226
$1K ﹤0.01%
11
2227
$1K ﹤0.01%
816
2228
$1K ﹤0.01%
150
2229
$1K ﹤0.01%
38
2230
$1K ﹤0.01%
+18
2231
$1K ﹤0.01%
8
2232
$1K ﹤0.01%
+3
2233
$1K ﹤0.01%
25
2234
$1K ﹤0.01%
18
2235
$1K ﹤0.01%
41
2236
$1K ﹤0.01%
39
2237
0
2238
$1K ﹤0.01%
44
2239
$1K ﹤0.01%
20
2240
$1K ﹤0.01%
21
2241
$1K ﹤0.01%
+2
2242
$0 ﹤0.01%
9
2243
$0 ﹤0.01%
1
2244
$0 ﹤0.01%
12
2245
$0 ﹤0.01%
5
2246
$0 ﹤0.01%
20
2247
$0 ﹤0.01%
1
2248
-100
2249
$0 ﹤0.01%
1
2250
$0 ﹤0.01%
25