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
476
$209K 0.04%
+1,786
477
$207K 0.04%
+3,709
478
$207K 0.04%
+23,080
479
$207K 0.04%
+3,337
480
$206K 0.04%
+9,637
481
$206K 0.04%
+5,464
482
$205K 0.04%
+1,158
483
$205K 0.04%
+4,189
484
$204K 0.04%
+2,423
485
$203K 0.04%
+1,389
486
$202K 0.04%
+7,753
487
$202K 0.04%
+9,174
488
$201K 0.04%
+12,643
489
$201K 0.04%
+4,425
490
$200K 0.04%
+3,888
491
$200K 0.04%
+223
492
$200K 0.04%
+4,659
493
$199K 0.04%
+11,792
494
$199K 0.04%
+1,599
495
$198K 0.04%
+4,512
496
$197K 0.04%
+34,000
497
$197K 0.04%
+6,192
498
$197K 0.04%
+4,140
499
$197K 0.04%
+987
500
$196K 0.04%
+4,020
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