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
1601
$10K ﹤0.01%
+1,000
1602
$10K ﹤0.01%
+475
1603
$10K ﹤0.01%
+1,500
1604
$10K ﹤0.01%
+180
1605
$10K ﹤0.01%
+255
1606
$10K ﹤0.01%
+192
1607
$10K ﹤0.01%
+173
1608
$10K ﹤0.01%
+179
1609
$10K ﹤0.01%
+500
1610
$10K ﹤0.01%
+800
1611
$10K ﹤0.01%
+667
1612
$10K ﹤0.01%
+344
1613
$10K ﹤0.01%
+1,000
1614
$10K ﹤0.01%
+144
1615
$10K ﹤0.01%
+250
1616
$10K ﹤0.01%
+230
1617
$9K ﹤0.01%
+300
1618
$9K ﹤0.01%
+320
1619
$9K ﹤0.01%
+91
1620
$9K ﹤0.01%
+329
1621
$9K ﹤0.01%
+60
1622
$9K ﹤0.01%
+250
1623
$9K ﹤0.01%
+142
1624
$9K ﹤0.01%
+300
1625
$9K ﹤0.01%
+925
63 64
65
66 67