SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.05%
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 +$20.5M
2 +$10.1M
3 +$9.15M
4
CVX icon
Chevron
CVX
+$7.42M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.93M

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
1751
$6K ﹤0.01%
+229
1752
$6K ﹤0.01%
+100
1753
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+510
1754
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1755
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+35
1756
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1757
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+273
1758
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+400
1759
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+58
1760
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+150
1761
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+42
1762
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+1,100
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+2,700
1764
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1765
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1766
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1767
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1768
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1769
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+102
1770
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+58
1771
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+630
1772
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+77
1773
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+124
1774
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+68
1775
$6K ﹤0.01%
+45