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
1476
$14K ﹤0.01%
+973
1477
$14K ﹤0.01%
+180
1478
$14K ﹤0.01%
+138
1479
$14K ﹤0.01%
+303
1480
$14K ﹤0.01%
+333
1481
$14K ﹤0.01%
+500
1482
$14K ﹤0.01%
+472
1483
$14K ﹤0.01%
+1,340
1484
$14K ﹤0.01%
+130
1485
$14K ﹤0.01%
+77
1486
$14K ﹤0.01%
+200
1487
$14K ﹤0.01%
+1,400
1488
$14K ﹤0.01%
+600
1489
$14K ﹤0.01%
+219
1490
$14K ﹤0.01%
+400
1491
$14K ﹤0.01%
+585
1492
$13K ﹤0.01%
+383
1493
$13K ﹤0.01%
+675
1494
$13K ﹤0.01%
+88
1495
$13K ﹤0.01%
+200
1496
$13K ﹤0.01%
+749
1497
$13K ﹤0.01%
+100
1498
$13K ﹤0.01%
+1,044
1499
$13K ﹤0.01%
+163
1500
$13K ﹤0.01%
+300
58 59
60
61 62