SWM
SeaCrest Wealth Management Portfolio holdings
AUM $921M
1-Year Return
24.42%
This Quarter Return
+6.05%
1 Year Return
+24.42%
3 Year Return
+101.15%
5 Year Return
+173.95%
10 Year Return
–
AUM
$591M
AUM Growth
+$35.9M
(+6.5%)
Cap. Flow
+$8.9M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
17.93%
Holding
2,422
New
134
Increased
567
Reduced
500
Closed
73
Top Buys
| 1 |
Apple
AAPL
|
+$1.21M |
| 2 |
Evergy
EVRG
|
+$949K |
| 3 |
IBM
IBM
|
+$702K |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$674K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$641K |
Top Sells
| 1 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
+$805K |
| 2 |
AMC Entertainment Holdings
AMC
|
+$555K |
| 3 |
ProShares Short S&P500
SH
|
+$496K |
| 4 |
General Mills
GIS
|
+$476K |
| 5 |
SPDR Gold Trust
GLD
|
+$442K |
Sector Composition
| 1 | Technology | 14.99% |
| 2 | Financials | 9.99% |
| 3 | Communication Services | 8.69% |
| 4 | Healthcare | 8.16% |
| 5 | Industrials | 6.84% |
