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
351
$320K 0.06%
+2,089
352
$317K 0.06%
+6,955
353
$315K 0.06%
+5,615
354
$315K 0.06%
+2,982
355
$315K 0.06%
+7,126
356
$314K 0.06%
+21,483
357
$311K 0.06%
+16,625
358
$310K 0.06%
+3,146
359
$310K 0.06%
+17,240
360
$309K 0.06%
+3,108
361
$308K 0.06%
+28,824
362
$308K 0.06%
+3,519
363
$307K 0.06%
+11,429
364
$306K 0.06%
+3,373
365
$306K 0.06%
+2,494
366
$304K 0.06%
+7,753
367
$303K 0.06%
+14,492
368
$303K 0.06%
+1,753
369
$303K 0.06%
+4,253
370
$302K 0.06%
+1,601
371
$299K 0.05%
+3,839
372
$299K 0.05%
+6,223
373
$298K 0.05%
+2,605
374
$297K 0.05%
+6,634
375
$297K 0.05%
+18,562
13 14
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