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
1551
$11K ﹤0.01%
+290
1552
$11K ﹤0.01%
+319
1553
$11K ﹤0.01%
+750
1554
$11K ﹤0.01%
+180
1555
$11K ﹤0.01%
+590
1556
$11K ﹤0.01%
+240
1557
$11K ﹤0.01%
+360
1558
$11K ﹤0.01%
+40
1559
$11K ﹤0.01%
+123
1560
$11K ﹤0.01%
+190
1561
$11K ﹤0.01%
+700
1562
$11K ﹤0.01%
+500
1563
$11K ﹤0.01%
+100
1564
$11K ﹤0.01%
+490
1565
$11K ﹤0.01%
+402
1566
$11K ﹤0.01%
+171
1567
$11K ﹤0.01%
+123
1568
$11K ﹤0.01%
+328
1569
$11K ﹤0.01%
+562
1570
$11K ﹤0.01%
+332
1571
$11K ﹤0.01%
+411
1572
$11K ﹤0.01%
+154
1573
$11K ﹤0.01%
+321
1574
$11K ﹤0.01%
+110
1575
$11K ﹤0.01%
+300