SWM

SeaCrest Wealth Management Portfolio holdings

AUM $935M
1-Year Est. Return 37.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.62%
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 +$20.5M
2 +$10.1M
3 +$9.15M
4
CVX icon
Chevron
CVX
+$7.42M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.22%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.38%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$9K ﹤0.01%
+198
1627
$9K ﹤0.01%
+500
1628
$9K ﹤0.01%
+2,062
1629
$9K ﹤0.01%
+300
1630
$9K ﹤0.01%
+320
1631
$9K ﹤0.01%
+91
1632
$9K ﹤0.01%
+329
1633
$9K ﹤0.01%
+60
1634
$9K ﹤0.01%
+146
1635
$9K ﹤0.01%
+182
1636
$9K ﹤0.01%
+910
1637
$9K ﹤0.01%
+400
1638
$9K ﹤0.01%
+667
1639
$9K ﹤0.01%
+283
1640
$9K ﹤0.01%
+700
1641
$9K ﹤0.01%
+1,847
1642
$9K ﹤0.01%
+210
1643
$9K ﹤0.01%
+326
1644
$9K ﹤0.01%
+620
1645
$9K ﹤0.01%
+200
1646
$9K ﹤0.01%
+15
1647
$9K ﹤0.01%
+105
1648
$9K ﹤0.01%
+100
1649
$9K ﹤0.01%
+105
1650
$9K ﹤0.01%
+400