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
1351
$19K ﹤0.01%
+2,204
1352
$19K ﹤0.01%
+292
1353
$19K ﹤0.01%
+565
1354
$19K ﹤0.01%
+1,715
1355
$19K ﹤0.01%
+269
1356
$19K ﹤0.01%
+2,509
1357
$19K ﹤0.01%
+669
1358
$19K ﹤0.01%
+624
1359
$19K ﹤0.01%
+1,420
1360
$19K ﹤0.01%
+2
1361
$19K ﹤0.01%
+99
1362
$19K ﹤0.01%
+1,300
1363
$19K ﹤0.01%
+1,300
1364
$19K ﹤0.01%
+399
1365
$19K ﹤0.01%
+543
1366
$19K ﹤0.01%
+2,086
1367
$18K ﹤0.01%
+477
1368
$18K ﹤0.01%
+3,085
1369
$18K ﹤0.01%
+472
1370
$18K ﹤0.01%
+139
1371
$18K ﹤0.01%
+1,675
1372
$18K ﹤0.01%
+2,100
1373
$18K ﹤0.01%
+135
1374
$18K ﹤0.01%
+1,250
1375
$18K ﹤0.01%
+300
53 54
55
56 57