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
1251
$25K ﹤0.01%
+3,000
1252
$25K ﹤0.01%
+63
1253
$25K ﹤0.01%
+5,000
1254
$25K ﹤0.01%
+500
1255
$25K ﹤0.01%
+306
1256
$25K ﹤0.01%
+1,000
1257
$25K ﹤0.01%
+1,059
1258
$25K ﹤0.01%
+940
1259
$25K ﹤0.01%
+138
1260
$24K ﹤0.01%
+925
1261
$24K ﹤0.01%
+117
1262
$24K ﹤0.01%
+433
1263
$24K ﹤0.01%
+2,500
1264
$24K ﹤0.01%
+529
1265
$24K ﹤0.01%
+1,695
1266
$24K ﹤0.01%
+500
1267
$24K ﹤0.01%
+1,443
1268
$24K ﹤0.01%
+4,560
1269
$24K ﹤0.01%
+2,054
1270
$24K ﹤0.01%
+320
1271
$24K ﹤0.01%
+1,150
1272
$24K ﹤0.01%
+900
1273
$24K ﹤0.01%
+850
1274
$24K ﹤0.01%
+157
1275
$24K ﹤0.01%
+324
49 50
51
52 53