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
1676
$8K ﹤0.01%
+195
1677
$8K ﹤0.01%
+474
1678
$8K ﹤0.01%
+144
1679
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+68
1680
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+600
1681
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+338
1682
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+291
1683
$8K ﹤0.01%
+42
1684
$8K ﹤0.01%
+88
1685
$8K ﹤0.01%
+139
1686
$8K ﹤0.01%
+400
1687
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+325
1688
$8K ﹤0.01%
+230
1689
$8K ﹤0.01%
+500
1690
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+161
1691
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+47
1692
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+174
1693
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+100
1694
$8K ﹤0.01%
+500
1695
$7K ﹤0.01%
+500
1696
$7K ﹤0.01%
+296
1697
$7K ﹤0.01%
+72
1698
$7K ﹤0.01%
+892
1699
$7K ﹤0.01%
+69
1700
$7K ﹤0.01%
+3,000