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
851
$68K 0.01%
+430
852
$68K 0.01%
+344
853
$67K 0.01%
+4,399
854
$67K 0.01%
+927
855
$66K 0.01%
+1,781
856
$66K 0.01%
+3,864
857
$66K 0.01%
+1,914
858
$65K 0.01%
+602
859
$65K 0.01%
+1,160
860
$65K 0.01%
+5,209
861
$64K 0.01%
+1,575
862
$64K 0.01%
+2,200
863
$64K 0.01%
+692
864
$64K 0.01%
+531
865
$64K 0.01%
+1,551
866
$64K 0.01%
+3,549
867
$64K 0.01%
+375
868
$63K 0.01%
+998
869
$63K 0.01%
+1,856
870
$63K 0.01%
+1,122
871
$63K 0.01%
+766
872
$63K 0.01%
+1,198
873
$63K 0.01%
+2,436
874
$63K 0.01%
+1,700
875
$63K 0.01%
+10,400
33 34
35
36 37