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
1376
$18K ﹤0.01%
+2,287
1377
$18K ﹤0.01%
+306
1378
$18K ﹤0.01%
+700
1379
$18K ﹤0.01%
+211
1380
$18K ﹤0.01%
+300
1381
$18K ﹤0.01%
+500
1382
$18K ﹤0.01%
+612
1383
$18K ﹤0.01%
+335
1384
$18K ﹤0.01%
+629
1385
$18K ﹤0.01%
+1,074
1386
$17K ﹤0.01%
+242
1387
$17K ﹤0.01%
+250
1388
$17K ﹤0.01%
+296
1389
$17K ﹤0.01%
+500
1390
$17K ﹤0.01%
+413
1391
$17K ﹤0.01%
+1,250
1392
$17K ﹤0.01%
+500
1393
$17K ﹤0.01%
+182
1394
$17K ﹤0.01%
+5,544
1395
$17K ﹤0.01%
+8,400
1396
$17K ﹤0.01%
+682
1397
$17K ﹤0.01%
+300
1398
$16K ﹤0.01%
+1,665
1399
$16K ﹤0.01%
+1,000
1400
$16K ﹤0.01%
+1,100
54 55
56
57 58