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
1901
$4K ﹤0.01%
+1,500
1902
$4K ﹤0.01%
+200
1903
$4K ﹤0.01%
+633
1904
$4K ﹤0.01%
+140
1905
$4K ﹤0.01%
+400
1906
$4K ﹤0.01%
+151
1907
$3K ﹤0.01%
+1,000
1908
$3K ﹤0.01%
+200
1909
$3K ﹤0.01%
+5,580
1910
$3K ﹤0.01%
+144
1911
$3K ﹤0.01%
+122
1912
$3K ﹤0.01%
+30
1913
$3K ﹤0.01%
+101
1914
$3K ﹤0.01%
+1,500
1915
$3K ﹤0.01%
+136
1916
$3K ﹤0.01%
+100
1917
$3K ﹤0.01%
+70
1918
$3K ﹤0.01%
+143
1919
$3K ﹤0.01%
+15
1920
$3K ﹤0.01%
+148
1921
$3K ﹤0.01%
+47
1922
$3K ﹤0.01%
+95
1923
$3K ﹤0.01%
+98
1924
$3K ﹤0.01%
+602
1925
$3K ﹤0.01%
+100
75 76
77
78 79