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
1801
$5K ﹤0.01%
+195
1802
$5K ﹤0.01%
+75
1803
$5K ﹤0.01%
+108
1804
$5K ﹤0.01%
+169
1805
$5K ﹤0.01%
+1,200
1806
$5K ﹤0.01%
+800
1807
$5K ﹤0.01%
+200
1808
$5K ﹤0.01%
+47
1809
$5K ﹤0.01%
+100
1810
$5K ﹤0.01%
+7
1811
$5K ﹤0.01%
+1,507
1812
$5K ﹤0.01%
+63
1813
$5K ﹤0.01%
+272
1814
$5K ﹤0.01%
+200
1815
$5K ﹤0.01%
+64
1816
$5K ﹤0.01%
+450
1817
$5K ﹤0.01%
+500
1818
$5K ﹤0.01%
+300
1819
$5K ﹤0.01%
+100
1820
$5K ﹤0.01%
+364
1821
$5K ﹤0.01%
+300
1822
$5K ﹤0.01%
+151
1823
$5K ﹤0.01%
+100
1824
$5K ﹤0.01%
+96
1825
$5K ﹤0.01%
+100