SWM

SeaCrest Wealth Management Portfolio holdings

AUM $921M
1-Year Est. Return 24.42%
This Quarter Est. Return
1 Year Est. Return
+24.42%
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
51
$2.08M 0.38%
+33,964
52
$2.06M 0.38%
+88,707
53
$2.02M 0.37%
+10,281
54
$1.92M 0.35%
+5,985
55
$1.83M 0.33%
+11,614
56
$1.81M 0.33%
+28,277
57
$1.81M 0.33%
+48,300
58
$1.77M 0.32%
+93,641
59
$1.77M 0.32%
+99,801
60
$1.76M 0.32%
+71,399
61
$1.74M 0.32%
+15,216
62
$1.71M 0.31%
+31,960
63
$1.65M 0.3%
+118,650
64
$1.62M 0.3%
+19,498
65
$1.6M 0.29%
+9,230
66
$1.58M 0.29%
+13,490
67
$1.54M 0.28%
+18,259
68
$1.51M 0.28%
+33,001
69
$1.5M 0.27%
+14,332
70
$1.48M 0.27%
+18,401
71
$1.46M 0.27%
+137,118
72
$1.45M 0.26%
+34,091
73
$1.44M 0.26%
+39,224
74
$1.42M 0.26%
+12,474
75
$1.41M 0.26%
+132,800
1 2
3
4 5