SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.06%
This Quarter Est. Return
1 Year Est. Return
+33.06%
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 12.22%
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
1801
$5K ﹤0.01%
+100
1802
$5K ﹤0.01%
+364
1803
$5K ﹤0.01%
+300
1804
$5K ﹤0.01%
+151
1805
$5K ﹤0.01%
+96
1806
$5K ﹤0.01%
+210
1807
$5K ﹤0.01%
+2,000
1808
$5K ﹤0.01%
+109
1809
$5K ﹤0.01%
+73
1810
$5K ﹤0.01%
+181
1811
$5K ﹤0.01%
+603
1812
$5K ﹤0.01%
+123
1813
$5K ﹤0.01%
+81
1814
$5K ﹤0.01%
+100
1815
$5K ﹤0.01%
+100
1816
$5K ﹤0.01%
+420
1817
$5K ﹤0.01%
+311
1818
$5K ﹤0.01%
+93
1819
$5K ﹤0.01%
+180
1820
$5K ﹤0.01%
+300
1821
$5K ﹤0.01%
+74
1822
$5K ﹤0.01%
+88
1823
$5K ﹤0.01%
+93
1824
$5K ﹤0.01%
+195
1825
$5K ﹤0.01%
+75