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
1976
$2K ﹤0.01%
+20
1977
$2K ﹤0.01%
+8
1978
$2K ﹤0.01%
+102
1979
$2K ﹤0.01%
+60
1980
$2K ﹤0.01%
+75
1981
$2K ﹤0.01%
+45
1982
$2K ﹤0.01%
+44
1983
$2K ﹤0.01%
+63
1984
$2K ﹤0.01%
+18
1985
$2K ﹤0.01%
+23
1986
$2K ﹤0.01%
+2
1987
$2K ﹤0.01%
+50
1988
$2K ﹤0.01%
+251
1989
$2K ﹤0.01%
+32
1990
$2K ﹤0.01%
+75
1991
$2K ﹤0.01%
+27
1992
$2K ﹤0.01%
+100
1993
$2K ﹤0.01%
+54
1994
$2K ﹤0.01%
+179
1995
$2K ﹤0.01%
+133
1996
$2K ﹤0.01%
+123
1997
$2K ﹤0.01%
+33
1998
$2K ﹤0.01%
+69
1999
$2K ﹤0.01%
+8
2000
$2K ﹤0.01%
+15
78 79
80
81 82