SWM

SeaCrest Wealth Management Portfolio holdings

AUM $935M
1-Year Est. Return 37.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.62%
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 +$20.5M
2 +$10.1M
3 +$9.15M
4
CVX icon
Chevron
CVX
+$7.42M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.22%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.38%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$13K ﹤0.01%
+541
1502
$13K ﹤0.01%
+266
1503
$13K ﹤0.01%
+133
1504
$13K ﹤0.01%
+298
1505
$13K ﹤0.01%
+383
1506
$13K ﹤0.01%
+675
1507
$13K ﹤0.01%
+300
1508
$13K ﹤0.01%
+749
1509
$13K ﹤0.01%
+100
1510
$13K ﹤0.01%
+1,044
1511
$13K ﹤0.01%
+163
1512
$13K ﹤0.01%
+400
1513
$13K ﹤0.01%
+187
1514
$13K ﹤0.01%
+521
1515
$13K ﹤0.01%
+451
1516
$13K ﹤0.01%
+121
1517
$13K ﹤0.01%
+220
1518
$13K ﹤0.01%
+200
1519
$13K ﹤0.01%
+750
1520
$13K ﹤0.01%
+294
1521
$13K ﹤0.01%
+2,000
1522
$13K ﹤0.01%
+1,000
1523
$12K ﹤0.01%
+68
1524
$12K ﹤0.01%
+564
1525
0