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
1026
$42K 0.01%
+650
1027
$42K 0.01%
+2,064
1028
$42K 0.01%
+3,377
1029
$42K 0.01%
+896
1030
$42K 0.01%
+710
1031
$42K 0.01%
+1,404
1032
$42K 0.01%
+2,480
1033
$42K 0.01%
+850
1034
$41K 0.01%
+1,300
1035
$41K 0.01%
+754
1036
$41K 0.01%
+1,900
1037
$41K 0.01%
+5,161
1038
$41K 0.01%
+1,379
1039
$41K 0.01%
+281
1040
$41K 0.01%
+1,000
1041
$41K 0.01%
+827
1042
$40K 0.01%
+2,100
1043
$40K 0.01%
+2,205
1044
$40K 0.01%
+750
1045
$40K 0.01%
+1,707
1046
$40K 0.01%
+3,500
1047
$40K 0.01%
+146
1048
$40K 0.01%
+2,500
1049
$40K 0.01%
+1,000
1050
$40K 0.01%
+3,280
40 41
42
43 44