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
1976
$2K ﹤0.01%
+2
1977
$2K ﹤0.01%
+50
1978
$2K ﹤0.01%
+251
1979
$2K ﹤0.01%
+32
1980
$2K ﹤0.01%
+75
1981
$2K ﹤0.01%
+44
1982
$2K ﹤0.01%
+74
1983
$2K ﹤0.01%
+30
1984
$2K ﹤0.01%
+75
1985
$2K ﹤0.01%
+198
1986
$2K ﹤0.01%
+7
1987
$2K ﹤0.01%
+33
1988
$2K ﹤0.01%
+131
1989
$2K ﹤0.01%
+77
1990
$2K ﹤0.01%
+6
1991
$2K ﹤0.01%
+200
1992
$2K ﹤0.01%
+173
1993
$2K ﹤0.01%
+434
1994
$2K ﹤0.01%
+45
1995
$2K ﹤0.01%
+27
1996
$2K ﹤0.01%
+100
1997
$2K ﹤0.01%
+54
1998
$2K ﹤0.01%
+179
1999
$2K ﹤0.01%
+133
2000
$2K ﹤0.01%
+123
78 79
80
81 82