SWM

SeaCrest Wealth Management Portfolio holdings

AUM $948M
1-Year Est. Return 33.29%
This Quarter Est. Return
1 Year Est. Return
+33.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$10.3M
3
+$9.84M
4
CVX icon
Chevron
CVX
+$7.83M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.23%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.36%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$519K 0.09%
+8,091
227
$518K 0.09%
+13,243
228
$517K 0.09%
+33,896
229
$516K 0.09%
+5,111
230
$515K 0.09%
+16,827
231
$514K 0.09%
+5,026
232
$513K 0.09%
+14,550
233
$512K 0.09%
+12,914
234
$512K 0.09%
+116
235
$511K 0.09%
+5,438
236
$510K 0.09%
+15,128
237
$507K 0.09%
+10,977
238
$504K 0.09%
+1,582
239
$502K 0.09%
+2,365
240
$500K 0.09%
+6,495
241
$500K 0.09%
+23,932
242
$499K 0.09%
+4,778
243
$498K 0.09%
+8,444
244
$497K 0.09%
+21,584
245
$492K 0.09%
+7,439
246
$491K 0.09%
+10,424
247
$488K 0.09%
+9,065
248
$486K 0.09%
+38,050
249
$482K 0.09%
+5,820
250
$476K 0.09%
+6,030
8 9
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