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
1726
$7K ﹤0.01%
+153
1727
$7K ﹤0.01%
+300
1728
$7K ﹤0.01%
+293
1729
$7K ﹤0.01%
+286
1730
$7K ﹤0.01%
+1,000
1731
$7K ﹤0.01%
+200
1732
$7K ﹤0.01%
+300
1733
$7K ﹤0.01%
+504
1734
$7K ﹤0.01%
+156
1735
$7K ﹤0.01%
+161
1736
$7K ﹤0.01%
+816
1737
$7K ﹤0.01%
+300
1738
$7K ﹤0.01%
+85
1739
$6K ﹤0.01%
+77
1740
$6K ﹤0.01%
+630
1741
$6K ﹤0.01%
+42
1742
$6K ﹤0.01%
+1,100
1743
$6K ﹤0.01%
+2,700
1744
$6K ﹤0.01%
+259
1745
$6K ﹤0.01%
+150
1746
$6K ﹤0.01%
+101
1747
$6K ﹤0.01%
+1,404
1748
$6K ﹤0.01%
+124
1749
$6K ﹤0.01%
+68
1750
$6K ﹤0.01%
+45