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
1526
$12K ﹤0.01%
+564
1527
$12K ﹤0.01%
+2
1528
$12K ﹤0.01%
+350
1529
$12K ﹤0.01%
+400
1530
$12K ﹤0.01%
+350
1531
$12K ﹤0.01%
+400
1532
$12K ﹤0.01%
+425
1533
$12K ﹤0.01%
+38
1534
$12K ﹤0.01%
+233
1535
$12K ﹤0.01%
+572
1536
$12K ﹤0.01%
+1,873
1537
$12K ﹤0.01%
+289
1538
$12K ﹤0.01%
+200
1539
$12K ﹤0.01%
+450
1540
$12K ﹤0.01%
+120
1541
$12K ﹤0.01%
+5,000
1542
$12K ﹤0.01%
+294
1543
$12K ﹤0.01%
+225
1544
$12K ﹤0.01%
+1,000
1545
$12K ﹤0.01%
+373
1546
$12K ﹤0.01%
+1,587
1547
$11K ﹤0.01%
+395
1548
$11K ﹤0.01%
+991
1549
$11K ﹤0.01%
+569
1550
$11K ﹤0.01%
+100