SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.06%
This Quarter Est. Return
1 Year Est. Return
+33.06%
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 12.22%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.37%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$49K 0.01%
+1,496
977
$48K 0.01%
+480
978
$48K 0.01%
+2,261
979
$48K 0.01%
+882
980
$48K 0.01%
+280
981
$47K 0.01%
+544
982
$47K 0.01%
+4,000
983
$47K 0.01%
+762
984
$47K 0.01%
+570
985
$47K 0.01%
+511
986
$47K 0.01%
+3,866
987
$47K 0.01%
+266
988
$47K 0.01%
+2,600
989
$47K 0.01%
+2,040
990
$46K 0.01%
+2,500
991
$46K 0.01%
+4,826
992
$46K 0.01%
+1,409
993
$46K 0.01%
+1,000
994
$46K 0.01%
+54
995
$46K 0.01%
+2,000
996
$46K 0.01%
+209
997
$46K 0.01%
+632
998
$46K 0.01%
+376
999
$46K 0.01%
+1,697
1000
$46K 0.01%
+1,688
38 39
40
41 42