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
701
$104K 0.02%
+4,700
702
$104K 0.02%
+1,423
703
$104K 0.02%
+3,023
704
$103K 0.02%
+808
705
$103K 0.02%
+1,429
706
$103K 0.02%
+5,366
707
$103K 0.02%
+777
708
$103K 0.02%
+1,737
709
$103K 0.02%
+3,649
710
$103K 0.02%
+604
711
$103K 0.02%
+1,470
712
$102K 0.02%
+3,216
713
$102K 0.02%
+14,258
714
$102K 0.02%
+1,253
715
$102K 0.02%
+1,227
716
$101K 0.02%
+2,298
717
$101K 0.02%
+3,975
718
$100K 0.02%
+2,718
719
$99K 0.02%
+3,609
720
$99K 0.02%
+1,538
721
$98K 0.02%
+731
722
$98K 0.02%
+4,340
723
$98K 0.02%
+3,225
724
$97K 0.02%
+6,788
725
$97K 0.02%
+2,657
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