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
1176
$30K 0.01%
+475
1177
$30K 0.01%
+515
1178
$30K 0.01%
+870
1179
$30K 0.01%
+900
1180
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+650
1181
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+760
1182
$30K 0.01%
+500
1183
$30K 0.01%
+4,729
1184
$30K 0.01%
+2,556
1185
$30K 0.01%
+1,874
1186
$29K 0.01%
+246
1187
$29K 0.01%
+2,274
1188
$29K 0.01%
+1,500
1189
$29K 0.01%
+829
1190
$29K 0.01%
+544
1191
$29K 0.01%
+1,500
1192
$29K 0.01%
+77
1193
$29K 0.01%
+782
1194
$29K 0.01%
+1,312
1195
$29K 0.01%
+3,000
1196
$28K 0.01%
+512
1197
$28K 0.01%
+240
1198
$28K 0.01%
+632
1199
$28K 0.01%
+4,245
1200
$28K 0.01%
+518
46 47
48
49 50