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
1751
$6K ﹤0.01%
+44
1752
$6K ﹤0.01%
+52
1753
$6K ﹤0.01%
+150
1754
$6K ﹤0.01%
+500
1755
$6K ﹤0.01%
+415
1756
$6K ﹤0.01%
+100
1757
$6K ﹤0.01%
+92
1758
$6K ﹤0.01%
+265
1759
$6K ﹤0.01%
+105
1760
$6K ﹤0.01%
+831
1761
$6K ﹤0.01%
+45
1762
$6K ﹤0.01%
+102
1763
$6K ﹤0.01%
+58
1764
$6K ﹤0.01%
+60
1765
0
1766
$6K ﹤0.01%
+255
1767
$6K ﹤0.01%
+51
1768
$6K ﹤0.01%
+500
1769
$6K ﹤0.01%
+229
1770
$6K ﹤0.01%
+100
1771
$6K ﹤0.01%
+510
1772
$6K ﹤0.01%
+106
1773
$6K ﹤0.01%
+100
1774
$6K ﹤0.01%
+35
1775
$6K ﹤0.01%
+200