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
1776
$6K ﹤0.01%
+44
1777
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+52
1778
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+100
1779
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1780
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1781
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+1,404
1782
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+175
1783
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+200
1784
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+100
1785
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+1,050
1786
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1789
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1793
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+420
1794
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+311
1795
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+93
1796
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+180
1797
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+100
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+300
1799
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+74
1800
$5K ﹤0.01%
+93