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
2026
$2K ﹤0.01%
+152
2027
$2K ﹤0.01%
+102
2028
$2K ﹤0.01%
+60
2029
$2K ﹤0.01%
+75
2030
$2K ﹤0.01%
+45
2031
$2K ﹤0.01%
+44
2032
$2K ﹤0.01%
+63
2033
$2K ﹤0.01%
+18
2034
$2K ﹤0.01%
+33
2035
$2K ﹤0.01%
+10
2036
$2K ﹤0.01%
+8
2037
$2K ﹤0.01%
+15
2038
$2K ﹤0.01%
+50
2039
$2K ﹤0.01%
+75
2040
$2K ﹤0.01%
+105
2041
$2K ﹤0.01%
+50
2042
$2K ﹤0.01%
+40
2043
$2K ﹤0.01%
+3
2044
$2K ﹤0.01%
+34
2045
$2K ﹤0.01%
+20
2046
$2K ﹤0.01%
+200
2047
$2K ﹤0.01%
+100
2048
$2K ﹤0.01%
+200
2049
$2K ﹤0.01%
+35
2050
$2K ﹤0.01%
+25
80 81
82
83 84