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
1426
$15K ﹤0.01%
+150
1427
$15K ﹤0.01%
+282
1428
$15K ﹤0.01%
+119
1429
$15K ﹤0.01%
+1,068
1430
$15K ﹤0.01%
+1,000
1431
$15K ﹤0.01%
+122
1432
$15K ﹤0.01%
+900
1433
$15K ﹤0.01%
+1,200
1434
$15K ﹤0.01%
+304
1435
$15K ﹤0.01%
+1,600
1436
$15K ﹤0.01%
+600
1437
$15K ﹤0.01%
+300
1438
$15K ﹤0.01%
+1,000
1439
$15K ﹤0.01%
+885
1440
$15K ﹤0.01%
+1,000
1441
$15K ﹤0.01%
+961
1442
$15K ﹤0.01%
+250
1443
$15K ﹤0.01%
+1,600
1444
$15K ﹤0.01%
+5,397
1445
$15K ﹤0.01%
+1,069
1446
$15K ﹤0.01%
+507
1447
$15K ﹤0.01%
+290
1448
$15K ﹤0.01%
+282
1449
$15K ﹤0.01%
+201
1450
$15K ﹤0.01%
+873