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
651
$120K 0.02%
+2,167
652
$119K 0.02%
+4,731
653
$119K 0.02%
+3,572
654
$119K 0.02%
+2,583
655
$119K 0.02%
+17,700
656
$117K 0.02%
+1,395
657
$117K 0.02%
+8,484
658
$117K 0.02%
+3,824
659
$117K 0.02%
+8,923
660
$117K 0.02%
+8,196
661
$116K 0.02%
+1,365
662
$116K 0.02%
+1,401
663
$115K 0.02%
+6,634
664
$115K 0.02%
+8,384
665
$115K 0.02%
+2,196
666
$115K 0.02%
+3,170
667
$115K 0.02%
+2,154
668
$114K 0.02%
+4,800
669
$114K 0.02%
+816
670
$114K 0.02%
+695
671
$114K 0.02%
+2,465
672
$114K 0.02%
+8,837
673
$113K 0.02%
+2,772
674
$113K 0.02%
+3,313
675
$113K 0.02%
+1,397
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