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
176
$657K 0.12%
+6,494
177
$655K 0.12%
+55,912
178
$652K 0.12%
+10,935
179
$652K 0.12%
+24,685
180
$651K 0.12%
+27,962
181
$651K 0.12%
+3,465
182
$650K 0.12%
+10,739
183
$645K 0.12%
+8,545
184
$643K 0.12%
+2,455
185
$640K 0.12%
+7,609
186
$636K 0.12%
+4,523
187
$635K 0.12%
+16,616
188
$632K 0.12%
+6,131
189
$632K 0.12%
+9,377
190
$628K 0.11%
+4,331
191
$625K 0.11%
+57,148
192
$624K 0.11%
+5,331
193
$607K 0.11%
+6,731
194
$605K 0.11%
+6,367
195
$604K 0.11%
+40,626
196
$603K 0.11%
+16,565
197
$602K 0.11%
+15,010
198
$597K 0.11%
+8,579
199
$596K 0.11%
+181,030
200
$590K 0.11%
+6,241
6 7
8
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