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
276
$427K 0.08%
+4,586
277
$425K 0.08%
+7,182
278
$424K 0.08%
+2,904
279
$424K 0.08%
+7,235
280
$424K 0.08%
+3,128
281
$423K 0.08%
+1,880
282
$421K 0.08%
+8,430
283
$420K 0.08%
+29,016
284
$416K 0.08%
+2,538
285
$415K 0.08%
+7,512
286
$414K 0.08%
+21,810
287
$414K 0.08%
+11,931
288
$413K 0.08%
+11,004
289
$411K 0.08%
+5,670
290
$411K 0.08%
+27,102
291
$409K 0.07%
+5,818
292
$409K 0.07%
+5,858
293
$402K 0.07%
+9,071
294
$402K 0.07%
+8,235
295
$402K 0.07%
+13,380
296
$402K 0.07%
+8,774
297
$399K 0.07%
+8,304
298
$399K 0.07%
+5,841
299
$398K 0.07%
+9,617
300
$398K 0.07%
+3,463