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
1126
$34K 0.01%
+3,900
1127
$34K 0.01%
+1,236
1128
$34K 0.01%
+798
1129
$34K 0.01%
+250
1130
$33K 0.01%
+900
1131
$33K 0.01%
+2,500
1132
$33K 0.01%
+1,391
1133
$33K 0.01%
+2,290
1134
$33K 0.01%
+1,400
1135
$33K 0.01%
+310
1136
$33K 0.01%
+1,716
1137
$33K 0.01%
+1,000
1138
$33K 0.01%
+808
1139
$32K 0.01%
+3,000
1140
$32K 0.01%
+521
1141
$32K 0.01%
+1,020
1142
$32K 0.01%
+1,436
1143
$32K 0.01%
+382
1144
$32K 0.01%
+1,708
1145
$32K 0.01%
+4,955
1146
$32K 0.01%
+838
1147
$32K 0.01%
+534
1148
$32K 0.01%
+2,433
1149
$32K 0.01%
+353
1150
$32K 0.01%
+1,000
44 45
46
47 48