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
1926
$3K ﹤0.01%
+800
1927
$3K ﹤0.01%
+54
1928
$3K ﹤0.01%
+100
1929
$3K ﹤0.01%
+37
1930
$3K ﹤0.01%
+90
1931
$3K ﹤0.01%
+66
1932
$3K ﹤0.01%
+200
1933
$3K ﹤0.01%
+200
1934
$3K ﹤0.01%
+31
1935
$3K ﹤0.01%
+100
1936
$3K ﹤0.01%
+108
1937
$3K ﹤0.01%
+750
1938
$3K ﹤0.01%
+164
1939
$3K ﹤0.01%
+36
1940
$3K ﹤0.01%
+41
1941
$3K ﹤0.01%
+50
1942
$3K ﹤0.01%
+350
1943
$3K ﹤0.01%
+100
1944
$3K ﹤0.01%
+100
1945
$3K ﹤0.01%
+91
1946
$3K ﹤0.01%
+207
1947
$3K ﹤0.01%
+50
1948
$3K ﹤0.01%
+37
1949
$3K ﹤0.01%
+75
1950
$3K ﹤0.01%
+200
76 77
78
79 80