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
876
$63K 0.01%
+2,350
877
$62K 0.01%
+1,144
878
$62K 0.01%
+896
879
$62K 0.01%
+1,548
880
$62K 0.01%
+1,357
881
$62K 0.01%
+4,678
882
$61K 0.01%
+2,412
883
$61K 0.01%
+945
884
$61K 0.01%
+3,750
885
$61K 0.01%
+2,015
886
$61K 0.01%
+10,398
887
$61K 0.01%
+4,287
888
$60K 0.01%
+3,715
889
$60K 0.01%
+1,500
890
$60K 0.01%
+2,832
891
$60K 0.01%
+890
892
$59K 0.01%
+1,000
893
$59K 0.01%
+2,772
894
$59K 0.01%
+939
895
$59K 0.01%
+266
896
$59K 0.01%
+921
897
$59K 0.01%
+215
898
$59K 0.01%
+460
899
$58K 0.01%
+857
900
$58K 0.01%
+523
34 35
36
37 38