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
751
$90K 0.02%
+5,189
752
$89K 0.02%
+1,084
753
$89K 0.02%
+1,044
754
$89K 0.02%
+846
755
$88K 0.02%
+2,475
756
$88K 0.02%
+1,000
757
$88K 0.02%
+2,193
758
$88K 0.02%
+4,058
759
$88K 0.02%
+1,594
760
$88K 0.02%
+2,777
761
$87K 0.02%
+123
762
$87K 0.02%
+3,680
763
$87K 0.02%
+908
764
$87K 0.02%
+5,859
765
$87K 0.02%
+2,408
766
$87K 0.02%
+1,629
767
$87K 0.02%
+519
768
$87K 0.02%
+5,820
769
$86K 0.02%
+510
770
$86K 0.02%
+1,016
771
$86K 0.02%
+965
772
$86K 0.02%
+248
773
$86K 0.02%
+9,600
774
$86K 0.02%
+1,544
775
$86K 0.02%
+395
29 30
31
32 33