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
1326
$21K ﹤0.01%
+441
1327
$21K ﹤0.01%
+1,200
1328
$21K ﹤0.01%
+450
1329
$21K ﹤0.01%
+650
1330
$21K ﹤0.01%
+183
1331
$21K ﹤0.01%
+858
1332
$21K ﹤0.01%
+4,550
1333
$21K ﹤0.01%
+300
1334
$20K ﹤0.01%
+560
1335
$20K ﹤0.01%
+3
1336
$20K ﹤0.01%
+1,266
1337
$20K ﹤0.01%
+313
1338
$20K ﹤0.01%
+1,653
1339
$20K ﹤0.01%
+414
1340
$20K ﹤0.01%
+556
1341
$20K ﹤0.01%
+200
1342
$20K ﹤0.01%
+2,000
1343
$20K ﹤0.01%
+256
1344
$20K ﹤0.01%
+850
1345
$20K ﹤0.01%
+683
1346
$20K ﹤0.01%
+793
1347
$20K ﹤0.01%
+300
1348
$20K ﹤0.01%
+1,502
1349
$19K ﹤0.01%
+97
1350
$19K ﹤0.01%
+375
52 53
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