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
901
$58K 0.01%
+925
902
$58K 0.01%
+1,135
903
$58K 0.01%
+272
904
$58K 0.01%
+1,679
905
$58K 0.01%
+9,300
906
$58K 0.01%
+13,803
907
$57K 0.01%
+2,500
908
$57K 0.01%
+7,000
909
$56K 0.01%
+1,900
910
$56K 0.01%
+1,811
911
$56K 0.01%
+840
912
$56K 0.01%
+538
913
$56K 0.01%
+392
914
$56K 0.01%
+9,900
915
$55K 0.01%
+1,046
916
$55K 0.01%
+2,066
917
$55K 0.01%
+4,475
918
$55K 0.01%
+2,100
919
$55K 0.01%
+710
920
$55K 0.01%
+2,000
921
$55K 0.01%
+3,000
922
$54K 0.01%
+9,075
923
$54K 0.01%
+12,995
924
$54K 0.01%
+1,180
925
$54K 0.01%
+800
35 36
37
38 39