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
1876
$4K ﹤0.01%
+100
1877
$4K ﹤0.01%
+93
1878
$4K ﹤0.01%
+400
1879
$4K ﹤0.01%
+100
1880
$4K ﹤0.01%
+70
1881
$4K ﹤0.01%
+80
1882
$4K ﹤0.01%
+100
1883
$4K ﹤0.01%
+200
1884
$4K ﹤0.01%
+304
1885
$4K ﹤0.01%
+8
1886
$4K ﹤0.01%
+2,100
1887
$4K ﹤0.01%
+37
1888
$4K ﹤0.01%
+50
1889
$4K ﹤0.01%
+100
1890
$4K ﹤0.01%
+1,000
1891
$4K ﹤0.01%
+200
1892
$4K ﹤0.01%
+410
1893
$4K ﹤0.01%
+352
1894
$4K ﹤0.01%
+100
1895
$4K ﹤0.01%
+78
1896
$4K ﹤0.01%
+233
1897
$4K ﹤0.01%
+800
1898
$4K ﹤0.01%
+100
1899
$4K ﹤0.01%
+250
1900
$4K ﹤0.01%
+81
74 75
76
77 78