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
1701
$7K ﹤0.01%
+500
1702
$7K ﹤0.01%
+146
1703
$7K ﹤0.01%
+3
1704
$7K ﹤0.01%
+40
1705
$7K ﹤0.01%
+216
1706
$7K ﹤0.01%
+59
1707
$7K ﹤0.01%
+500
1708
$7K ﹤0.01%
+91
1709
$7K ﹤0.01%
+121
1710
$7K ﹤0.01%
+500
1711
$7K ﹤0.01%
+55
1712
$7K ﹤0.01%
+320
1713
$7K ﹤0.01%
+293
1714
$7K ﹤0.01%
+185
1715
$7K ﹤0.01%
+376
1716
$7K ﹤0.01%
+59
1717
$7K ﹤0.01%
+1,030
1718
$7K ﹤0.01%
+275
1719
$7K ﹤0.01%
+45
1720
$7K ﹤0.01%
+284
1721
$7K ﹤0.01%
+69
1722
$7K ﹤0.01%
+3,000
1723
$7K ﹤0.01%
+1,000
1724
$7K ﹤0.01%
+378
1725
$7K ﹤0.01%
+77