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
801
$79K 0.01%
+3,781
802
$79K 0.01%
+871
803
$78K 0.01%
+1,849
804
$78K 0.01%
+1,196
805
$78K 0.01%
+691
806
$77K 0.01%
+917
807
$77K 0.01%
+1,500
808
$77K 0.01%
+148
809
$76K 0.01%
+1,889
810
$76K 0.01%
+6,102
811
$75K 0.01%
+22,300
812
$75K 0.01%
+779
813
$75K 0.01%
+6,400
814
$74K 0.01%
+1,969
815
$74K 0.01%
+1,602
816
$74K 0.01%
+10,230
817
$74K 0.01%
+1,192
818
$74K 0.01%
+5,200
819
$74K 0.01%
+1,162
820
$74K 0.01%
+5,531
821
$73K 0.01%
+1,096
822
$73K 0.01%
+3,795
823
$73K 0.01%
+5,060
824
$73K 0.01%
+6,620
825
$72K 0.01%
+911
31 32
33
34 35