SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.06%
This Quarter Est. Return
1 Year Est. Return
+33.06%
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 12.22%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.37%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$16K ﹤0.01%
+178
1402
$16K ﹤0.01%
+906
1403
$16K ﹤0.01%
+120
1404
$16K ﹤0.01%
+110
1405
$16K ﹤0.01%
+1,101
1406
$16K ﹤0.01%
+208
1407
$16K ﹤0.01%
+193
1408
$16K ﹤0.01%
+257
1409
$16K ﹤0.01%
+542
1410
$16K ﹤0.01%
+500
1411
$16K ﹤0.01%
+409
1412
$16K ﹤0.01%
+230
1413
$16K ﹤0.01%
+850
1414
$16K ﹤0.01%
+1,520
1415
$16K ﹤0.01%
+200
1416
$16K ﹤0.01%
+1,200
1417
$16K ﹤0.01%
+800
1418
$16K ﹤0.01%
+280
1419
$16K ﹤0.01%
+264
1420
$16K ﹤0.01%
+6,000
1421
$16K ﹤0.01%
+1,100
1422
$16K ﹤0.01%
+2,057
1423
$16K ﹤0.01%
+1,665
1424
$16K ﹤0.01%
+1,000
1425
$16K ﹤0.01%
+1,100
55 56
57
58 59