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
926
$54K 0.01%
+616
927
$53K 0.01%
+1,409
928
$53K 0.01%
+4,950
929
$53K 0.01%
+1,074
930
$53K 0.01%
+1,158
931
$53K 0.01%
+532
932
$53K 0.01%
+803
933
$53K 0.01%
+441
934
$53K 0.01%
+1,330
935
$52K 0.01%
+10,163
936
$52K 0.01%
+579
937
$52K 0.01%
+3,918
938
$52K 0.01%
+797
939
$52K 0.01%
+2,010
940
$52K 0.01%
+2,888
941
$52K 0.01%
+4,130
942
$52K 0.01%
+1,073
943
$52K 0.01%
+1,062
944
$52K 0.01%
+993
945
$52K 0.01%
+546
946
$52K 0.01%
+859
947
$51K 0.01%
+400
948
$51K 0.01%
+5,337
949
$51K 0.01%
+1,176
950
$51K 0.01%
+634
36 37
38
39 40