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
576
$154K 0.03%
+727
577
$154K 0.03%
+10,000
578
$153K 0.03%
+2,920
579
$152K 0.03%
+2,267
580
$152K 0.03%
+6,095
581
$151K 0.03%
+8,840
582
$151K 0.03%
+2,261
583
$150K 0.03%
+7,506
584
$150K 0.03%
+1,403
585
$149K 0.03%
+2,473
586
$148K 0.03%
+1,678
587
$147K 0.03%
+10,216
588
$146K 0.03%
+1,720
589
$145K 0.03%
+14,600
590
$144K 0.03%
+2,611
591
$144K 0.03%
+3,149
592
$143K 0.03%
+1,150
593
$142K 0.03%
+5,429
594
$141K 0.03%
+1,420
595
$141K 0.03%
+13,112
596
$141K 0.03%
+2,537
597
$140K 0.03%
+1,325
598
$140K 0.03%
+31,212
599
$139K 0.03%
+1,851
600
$138K 0.03%
+6,000
22 23
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