SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.06%
This Quarter Est. Return
1 Year Est. Return
+33.06%
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 12.22%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.37%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$85K 0.02%
+1,546
777
$85K 0.02%
+1,416
778
$85K 0.02%
+6,296
779
$85K 0.02%
+736
780
$85K 0.02%
+1,493
781
$85K 0.02%
+2,198
782
$84K 0.02%
+540
783
$84K 0.02%
+9,219
784
$84K 0.02%
+1,670
785
$84K 0.02%
+1,538
786
$84K 0.02%
+15,950
787
$84K 0.02%
+1,836
788
$84K 0.02%
+5,215
789
$83K 0.02%
+1,248
790
$83K 0.02%
+2,441
791
$83K 0.02%
+6,713
792
$82K 0.02%
+1,392
793
$82K 0.02%
+1,925
794
$82K 0.02%
+800
795
$81K 0.01%
+2,000
796
$81K 0.01%
+2,099
797
$80K 0.01%
+5,699
798
$80K 0.01%
+4,402
799
$80K 0.01%
+514
800
$80K 0.01%
+795
30 31
32
33 34