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
401
$271K 0.05%
+4,830
402
$270K 0.05%
+31,889
403
$270K 0.05%
+44,444
404
$270K 0.05%
+7,675
405
$269K 0.05%
+5,682
406
$269K 0.05%
+11,130
407
$267K 0.05%
+12,688
408
$266K 0.05%
+6,967
409
$264K 0.05%
+22,000
410
$263K 0.05%
+512
411
$262K 0.05%
+7,306
412
$261K 0.05%
+1,116
413
$260K 0.05%
+2,806
414
$260K 0.05%
+4,824
415
$259K 0.05%
+6,875
416
$258K 0.05%
+2,024
417
$256K 0.05%
+1,774
418
$254K 0.05%
+21,688
419
$254K 0.05%
+3,856
420
$254K 0.05%
+4,598
421
$253K 0.05%
+19,538
422
$251K 0.05%
+15,032
423
$250K 0.05%
+17,800
424
$250K 0.05%
+816
425
$248K 0.05%
+7,456
15 16
17
18 19