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
1201
$28K 0.01%
+1,891
1202
$28K 0.01%
+1,316
1203
$28K 0.01%
+992
1204
$28K 0.01%
+3,522
1205
$28K 0.01%
+2,750
1206
$28K 0.01%
+1,264
1207
$27K ﹤0.01%
+62
1208
$27K ﹤0.01%
+541
1209
$27K ﹤0.01%
+1,100
1210
$27K ﹤0.01%
+2,761
1211
$27K ﹤0.01%
+132
1212
$27K ﹤0.01%
+1,200
1213
$27K ﹤0.01%
+700
1214
$27K ﹤0.01%
+621
1215
$27K ﹤0.01%
+608
1216
$27K ﹤0.01%
+566
1217
$27K ﹤0.01%
+192
1218
$27K ﹤0.01%
+1,410
1219
$27K ﹤0.01%
+600
1220
$26K ﹤0.01%
+4,399
1221
$26K ﹤0.01%
+656
1222
$26K ﹤0.01%
+800
1223
$26K ﹤0.01%
+1,000
1224
$26K ﹤0.01%
+696
1225
$26K ﹤0.01%
+436
47 48
49
50 51