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
1651
$9K ﹤0.01%
+300
1652
$9K ﹤0.01%
+465
1653
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+590
1654
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+500
1655
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+400
1656
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+13
1657
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+210
1658
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+338
1659
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+174
1660
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+100
1661
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+500
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+743
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+200
1666
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+300
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+300
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+200
1670
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+178
1671
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+39
1672
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+255
1673
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+263
1674
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+195
1675
$8K ﹤0.01%
+474