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
1576
$11K ﹤0.01%
+123
1577
$11K ﹤0.01%
+190
1578
$11K ﹤0.01%
+700
1579
$10K ﹤0.01%
+40
1580
$10K ﹤0.01%
+200
1581
$10K ﹤0.01%
+220
1582
$10K ﹤0.01%
+188
1583
$10K ﹤0.01%
+864
1584
$10K ﹤0.01%
+168
1585
$10K ﹤0.01%
+663
1586
$10K ﹤0.01%
+235
1587
$10K ﹤0.01%
+3,150
1588
$10K ﹤0.01%
+470
1589
$10K ﹤0.01%
+500
1590
$10K ﹤0.01%
+245
1591
$10K ﹤0.01%
+130
1592
$10K ﹤0.01%
+80
1593
$10K ﹤0.01%
+103
1594
$10K ﹤0.01%
+160
1595
$10K ﹤0.01%
+50
1596
$10K ﹤0.01%
+300
1597
$10K ﹤0.01%
+210
1598
$10K ﹤0.01%
+300
1599
$10K ﹤0.01%
+1,000
1600
$10K ﹤0.01%
+900
62 63
64
65 66