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
1551
$11K ﹤0.01%
+40
1552
$11K ﹤0.01%
+750
1553
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+180
1554
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+590
1555
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+240
1556
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+500
1557
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+100
1558
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+490
1559
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+402
1560
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+171
1561
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+123
1562
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+328
1563
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+562
1564
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+332
1565
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+395
1566
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+991
1567
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+360
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+569
1569
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+411
1570
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+154
1571
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+321
1572
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+110
1573
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+100
1574
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+290
1575
$11K ﹤0.01%
+319