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
2001
$2K ﹤0.01%
+56
2002
$2K ﹤0.01%
+8
2003
$2K ﹤0.01%
+40
2004
$2K ﹤0.01%
+63
2005
$2K ﹤0.01%
+70
2006
$2K ﹤0.01%
+237
2007
$2K ﹤0.01%
+30
2008
$2K ﹤0.01%
+65
2009
$2K ﹤0.01%
+63
2010
$2K ﹤0.01%
+10
2011
$2K ﹤0.01%
+42
2012
$2K ﹤0.01%
+100
2013
$2K ﹤0.01%
+58
2014
$2K ﹤0.01%
+570
2015
$2K ﹤0.01%
+315
2016
$2K ﹤0.01%
+1,500
2017
$2K ﹤0.01%
+69
2018
$2K ﹤0.01%
+100
2019
$2K ﹤0.01%
+41
2020
$2K ﹤0.01%
+102
2021
$2K ﹤0.01%
+1,500
2022
$2K ﹤0.01%
+47
2023
$2K ﹤0.01%
+118
2024
$2K ﹤0.01%
+900
2025
$2K ﹤0.01%
+500
79 80
81
82 83