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
551
$170K 0.03%
+1,078
552
$169K 0.03%
+8,262
553
$169K 0.03%
+17,588
554
$167K 0.03%
+2,581
555
$167K 0.03%
+2,990
556
$166K 0.03%
+14,894
557
$166K 0.03%
+7,163
558
$166K 0.03%
+1,275
559
$166K 0.03%
+8,019
560
$165K 0.03%
+1,448
561
$165K 0.03%
+10,950
562
$163K 0.03%
+3,674
563
$163K 0.03%
+2,501
564
$162K 0.03%
+5,337
565
$162K 0.03%
+5,896
566
$162K 0.03%
+7,920
567
$161K 0.03%
+1,321
568
$160K 0.03%
+5,989
569
$160K 0.03%
+2,500
570
$158K 0.03%
+2,892
571
$157K 0.03%
+10,149
572
$157K 0.03%
+6,423
573
$156K 0.03%
+4,188
574
$155K 0.03%
+1,458
575
$155K 0.03%
+4,420
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