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
1526
$12K ﹤0.01%
+1,300
1527
$12K ﹤0.01%
+572
1528
$12K ﹤0.01%
+1,873
1529
$12K ﹤0.01%
+289
1530
$12K ﹤0.01%
+1,587
1531
$12K ﹤0.01%
+68
1532
$12K ﹤0.01%
+564
1533
$12K ﹤0.01%
+2
1534
$12K ﹤0.01%
+350
1535
$12K ﹤0.01%
+400
1536
$12K ﹤0.01%
+350
1537
$12K ﹤0.01%
+400
1538
$12K ﹤0.01%
+425
1539
$12K ﹤0.01%
+200
1540
$12K ﹤0.01%
+450
1541
$12K ﹤0.01%
+120
1542
$12K ﹤0.01%
+5,000
1543
$12K ﹤0.01%
+294
1544
$12K ﹤0.01%
+225
1545
$12K ﹤0.01%
+1,000
1546
$12K ﹤0.01%
+978
1547
$11K ﹤0.01%
+300
1548
$11K ﹤0.01%
+205
1549
$11K ﹤0.01%
+600
1550
$11K ﹤0.01%
+292