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
1851
$4K ﹤0.01%
+200
1852
$4K ﹤0.01%
+304
1853
$4K ﹤0.01%
+8
1854
$4K ﹤0.01%
+2,100
1855
$4K ﹤0.01%
+37
1856
$4K ﹤0.01%
+50
1857
– –
0
1858
$4K ﹤0.01%
+1,000
1859
$4K ﹤0.01%
+200
1860
$4K ﹤0.01%
+410
1861
$4K ﹤0.01%
+1,800
1862
$4K ﹤0.01%
+300
1863
$4K ﹤0.01%
+200
1864
$4K ﹤0.01%
+151
1865
$4K ﹤0.01%
+200
1866
$4K ﹤0.01%
+111
1867
$4K ﹤0.01%
+200
1868
$4K ﹤0.01%
+1,000
1869
$4K ﹤0.01%
+124
1870
$4K ﹤0.01%
+767
1871
$4K ﹤0.01%
+500
1872
$4K ﹤0.01%
+200
1873
$4K ﹤0.01%
+60
1874
$4K ﹤0.01%
+300
1875
$4K ﹤0.01%
+41
73 74
75
76 77