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
726
$97K 0.02%
+13,046
727
$97K 0.02%
+2,208
728
$97K 0.02%
+2,512
729
$96K 0.02%
+7,681
730
$95K 0.02%
+4,314
731
$95K 0.02%
+1,300
732
$94K 0.02%
+1,825
733
$94K 0.02%
+1,000
734
$94K 0.02%
+1,400
735
$94K 0.02%
+1,167
736
$94K 0.02%
+586
737
$93K 0.02%
+9,182
738
$93K 0.02%
+1,157
739
$93K 0.02%
+1,150
740
$93K 0.02%
+3,125
741
$93K 0.02%
+1,341
742
$92K 0.02%
+2,242
743
$92K 0.02%
+1,829
744
$92K 0.02%
+1,943
745
$92K 0.02%
+2,736
746
$91K 0.02%
+1,985
747
$91K 0.02%
+724
748
$91K 0.02%
+640
749
$91K 0.02%
+4,775
750
$90K 0.02%
+8,839
28 29
30
31 32