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
626
$127K 0.02%
+2,140
627
$125K 0.02%
+928
628
$125K 0.02%
+9,221
629
$125K 0.02%
+2,687
630
$125K 0.02%
+1,971
631
$124K 0.02%
+4,830
632
$124K 0.02%
+1,645
633
$124K 0.02%
+7,500
634
$123K 0.02%
+5,200
635
$123K 0.02%
+2,180
636
$123K 0.02%
+71
637
$123K 0.02%
+1,858
638
$123K 0.02%
+1,137
639
$123K 0.02%
+725
640
$122K 0.02%
+2,336
641
$122K 0.02%
+2,422
642
$122K 0.02%
+1,733
643
$122K 0.02%
+107
644
$121K 0.02%
+2,154
645
$121K 0.02%
+266
646
$121K 0.02%
+5,357
647
$121K 0.02%
+2,897
648
$121K 0.02%
+3,186
649
$121K 0.02%
+1,789
650
$121K 0.02%
+3,445
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