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
$545M
AUM Growth
-$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,384
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$1.4M
3 +$1.11M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.03M
5
AAPL icon
Apple
AAPL
+$838K

Sector Composition

1 Technology 13.3%
2 Financials 11.25%
3 Communication Services 8.48%
4 Healthcare 7.09%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$0 ﹤0.01%
10
2377
$0 ﹤0.01%
3
2378
$0 ﹤0.01%
14
2379
$0 ﹤0.01%
+14
2380
0
2381
$0 ﹤0.01%
22
2382
$0 ﹤0.01%
5
-100