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
1401
$16K ﹤0.01%
+2,500
1402
$16K ﹤0.01%
+370
1403
$16K ﹤0.01%
+677
1404
$16K ﹤0.01%
+1,101
1405
$16K ﹤0.01%
+208
1406
$16K ﹤0.01%
+193
1407
$16K ﹤0.01%
+257
1408
$16K ﹤0.01%
+542
1409
$16K ﹤0.01%
+500
1410
$16K ﹤0.01%
+409
1411
$16K ﹤0.01%
+230
1412
$16K ﹤0.01%
+850
1413
$16K ﹤0.01%
+1,520
1414
$16K ﹤0.01%
+200
1415
$16K ﹤0.01%
+1,200
1416
$16K ﹤0.01%
+178
1417
$16K ﹤0.01%
+906
1418
$16K ﹤0.01%
+120
1419
$16K ﹤0.01%
+110
1420
$16K ﹤0.01%
+800
1421
$16K ﹤0.01%
+280
1422
$16K ﹤0.01%
+264
1423
$16K ﹤0.01%
+6,000
1424
$16K ﹤0.01%
+1,100
1425
$16K ﹤0.01%
+2,057