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
451
$225K 0.04%
+1,920
452
$225K 0.04%
+19,700
453
$224K 0.04%
+16,418
454
$224K 0.04%
+23,895
455
$224K 0.04%
+10,231
456
$223K 0.04%
+2,134
457
$223K 0.04%
+14,167
458
$223K 0.04%
+24,427
459
$222K 0.04%
+2,892
460
$222K 0.04%
+4,327
461
$221K 0.04%
+8,954
462
$219K 0.04%
+3,006
463
$219K 0.04%
+2,153
464
$218K 0.04%
+4,136
465
$218K 0.04%
+3,835
466
$218K 0.04%
+4,184
467
$217K 0.04%
+4,500
468
$216K 0.04%
+2,059
469
$216K 0.04%
+4,266
470
$215K 0.04%
+11,690
471
$214K 0.04%
+15,210
472
$213K 0.04%
+4,791
473
$211K 0.04%
+22,400
474
$209K 0.04%
+5,801
475
$209K 0.04%
+9,094
17 18
19
20 21