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
1301
$22K ﹤0.01%
+1,000
1302
$22K ﹤0.01%
+428
1303
$22K ﹤0.01%
+198
1304
$22K ﹤0.01%
+300
1305
$22K ﹤0.01%
+167
1306
$22K ﹤0.01%
+650
1307
$22K ﹤0.01%
+323
1308
$22K ﹤0.01%
+1,710
1309
$22K ﹤0.01%
+1,972
1310
$22K ﹤0.01%
+1,353
1311
$22K ﹤0.01%
+474
1312
$21K ﹤0.01%
+406
1313
$21K ﹤0.01%
+629
1314
$21K ﹤0.01%
+1,790
1315
$21K ﹤0.01%
+881
1316
$21K ﹤0.01%
+2,000
1317
$21K ﹤0.01%
+433
1318
$21K ﹤0.01%
+370
1319
$21K ﹤0.01%
+196
1320
$21K ﹤0.01%
+424
1321
$21K ﹤0.01%
+40
1322
$21K ﹤0.01%
+300
1323
$21K ﹤0.01%
+325
1324
$21K ﹤0.01%
+630
1325
$21K ﹤0.01%
+122
51 52
53
54 55