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
1776
$6K ﹤0.01%
+273
1777
$6K ﹤0.01%
+400
1778
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+58
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1780
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1781
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1782
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+100
1783
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+169
1784
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+100
1785
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+364
1786
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+300
1787
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1790
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1791
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+2,000
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1794
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+100
1795
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+51
1796
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+200
1797
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+100
1798
$5K ﹤0.01%
+1,050
1799
$5K ﹤0.01%
+100
1800
$5K ﹤0.01%
+181