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
426
$246K 0.05%
+1,655
427
$245K 0.04%
+2,752
428
$245K 0.04%
+3,475
429
$244K 0.04%
+28,596
430
$244K 0.04%
+23,554
431
$243K 0.04%
+1,571
432
$243K 0.04%
+7,335
433
$242K 0.04%
+5,946
434
$241K 0.04%
+4,769
435
$241K 0.04%
+4,333
436
$240K 0.04%
+9,981
437
$237K 0.04%
+10,426
438
$237K 0.04%
+6,091
439
$236K 0.04%
+1,412
440
$235K 0.04%
+27,151
441
$235K 0.04%
+5,358
442
$232K 0.04%
+2,535
443
$230K 0.04%
+2,824
444
$229K 0.04%
+2,850
445
$229K 0.04%
+2,700
446
$227K 0.04%
+29,419
447
$226K 0.04%
+16,266
448
$226K 0.04%
+14,093
449
$225K 0.04%
+7,305
450
$225K 0.04%
+3,791
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