SWM

SeaCrest Wealth Management Portfolio holdings

AUM $921M
1-Year Est. Return 24.42%
This Quarter Est. Return
1 Year Est. Return
+24.42%
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
76
$1.41M 0.26%
+47,746
77
$1.38M 0.25%
+35,800
78
$1.37M 0.25%
+54,712
79
$1.35M 0.25%
+64,956
80
$1.34M 0.25%
+33,542
81
$1.33M 0.24%
+32,174
82
$1.32M 0.24%
+20,376
83
$1.31M 0.24%
+6,803
84
$1.29M 0.24%
+26,950
85
$1.29M 0.24%
+23,604
86
$1.29M 0.24%
+11,998
87
$1.29M 0.24%
+46,076
88
$1.27M 0.23%
+20,158
89
$1.24M 0.23%
+27,100
90
$1.24M 0.23%
+16,613
91
$1.23M 0.23%
+15,098
92
$1.23M 0.23%
+16,024
93
$1.23M 0.22%
+138,677
94
$1.18M 0.22%
+29,640
95
$1.17M 0.21%
+12,594
96
$1.13M 0.21%
+10,618
97
$1.12M 0.2%
+26,600
98
$1.08M 0.2%
+51,500
99
$1.08M 0.2%
+28,743
100
$1.07M 0.2%
+13,261
2 3
4
5 6