SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.06%
This Quarter Est. Return
1 Year Est. Return
+33.06%
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 12.22%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.37%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$9K ﹤0.01%
+400
1652
$9K ﹤0.01%
+13
1653
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+210
1654
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+300
1655
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+320
1656
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+91
1657
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+329
1658
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+100
1659
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+52
1660
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+96
1661
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+282
1662
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+100
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+631
1664
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+161
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+743
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+115
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+200
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+300
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+381
1670
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+300
1671
$8K ﹤0.01%
+200
1672
$8K ﹤0.01%
+178
1673
$8K ﹤0.01%
+39
1674
$8K ﹤0.01%
+255
1675
$8K ﹤0.01%
+263