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
826
$72K 0.01%
+4,896
827
$72K 0.01%
+3,405
828
$72K 0.01%
+3,950
829
$71K 0.01%
+1,693
830
$71K 0.01%
+689
831
$71K 0.01%
+5,976
832
$71K 0.01%
+2,450
833
$71K 0.01%
+1,315
834
$71K 0.01%
+1,600
835
$71K 0.01%
+1,358
836
$71K 0.01%
+8,500
837
$70K 0.01%
+1,657
838
$70K 0.01%
+1,800
839
$70K 0.01%
+209
840
$70K 0.01%
+1,367
841
$70K 0.01%
+5,091
842
$69K 0.01%
+3,317
843
$69K 0.01%
+2,540
844
$69K 0.01%
+1,331
845
$69K 0.01%
+606
846
$68K 0.01%
+1,325
847
$68K 0.01%
+288
848
$68K 0.01%
+1,352
849
$68K 0.01%
+4,000
850
$68K 0.01%
+1,162
32 33
34
35 36