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
376
$297K 0.05%
+26,441
377
$296K 0.05%
+5,543
378
$294K 0.05%
+5,456
379
$291K 0.05%
+41,809
380
$290K 0.05%
+1,164
381
$288K 0.05%
+1,760
382
$288K 0.05%
+2,580
383
$286K 0.05%
+3,122
384
$286K 0.05%
+16,379
385
$285K 0.05%
+4,726
386
$285K 0.05%
+4,183
387
$285K 0.05%
+5,411
388
$283K 0.05%
+16,065
389
$282K 0.05%
+1,822
390
$281K 0.05%
+5,464
391
$278K 0.05%
+18,500
392
$277K 0.05%
+2,028
393
$276K 0.05%
+6,724
394
$275K 0.05%
+8,369
395
$275K 0.05%
+13,245
396
$274K 0.05%
+4,508
397
$274K 0.05%
+17,737
398
$274K 0.05%
+5,518
399
$273K 0.05%
+12,125
400
$273K 0.05%
+9,077
14 15
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