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
951
$51K 0.01%
+3,834
952
$51K 0.01%
+2,716
953
$51K 0.01%
+9,500
954
$51K 0.01%
+375
955
$51K 0.01%
+1,313
956
$51K 0.01%
+410
957
$51K 0.01%
+5,844
958
$51K 0.01%
+901
959
$51K 0.01%
+1,000
960
$51K 0.01%
+3,250
961
$50K 0.01%
+10,776
962
$50K 0.01%
+3,270
963
$50K 0.01%
+3,437
964
$50K 0.01%
+6,452
965
$50K 0.01%
+583
966
$50K 0.01%
+2,200
967
$50K 0.01%
+2,955
968
$49K 0.01%
+579
969
$49K 0.01%
+239
970
$49K 0.01%
+1,610
971
$49K 0.01%
+464
972
$49K 0.01%
+1,800
973
$49K 0.01%
+190
974
$49K 0.01%
+1,018
975
$49K 0.01%
+1,693
37 38
39
40 41