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
251
$475K 0.09%
+25,462
252
$470K 0.09%
+20,936
253
$470K 0.09%
+9,294
254
$470K 0.09%
+7,734
255
$469K 0.09%
+6,966
256
$464K 0.08%
+6,032
257
$462K 0.08%
+23,000
258
$461K 0.08%
+10,285
259
$459K 0.08%
+47,249
260
$459K 0.08%
+7,494
261
$458K 0.08%
+2,194
262
$457K 0.08%
+1,846
263
$451K 0.08%
+18,633
264
$451K 0.08%
+3,779
265
$451K 0.08%
+27,253
266
$450K 0.08%
+16,021
267
$450K 0.08%
+8,002
268
$448K 0.08%
+3,376
269
$446K 0.08%
+5,641
270
$446K 0.08%
+41,307
271
$443K 0.08%
+26,762
272
$429K 0.08%
+2,839
273
$429K 0.08%
+7,996
274
$428K 0.08%
+21,180
275
$427K 0.08%
+7,915