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
2051
$2K ﹤0.01%
+69
2052
$2K ﹤0.01%
+100
2053
$2K ﹤0.01%
+305
2054
$2K ﹤0.01%
+15
2055
$2K ﹤0.01%
+160
2056
$2K ﹤0.01%
+85
2057
$2K ﹤0.01%
+50
2058
$2K ﹤0.01%
+161
2059
$2K ﹤0.01%
+27
2060
$1K ﹤0.01%
+500
2061
$1K ﹤0.01%
+17
2062
$1K ﹤0.01%
+100
2063
$1K ﹤0.01%
+31
2064
$1K ﹤0.01%
+58
2065
$1K ﹤0.01%
+20
2066
$1K ﹤0.01%
+43
2067
$1K ﹤0.01%
+167
2068
$1K ﹤0.01%
+12
2069
$1K ﹤0.01%
+9
2070
$1K ﹤0.01%
+66
2071
$1K ﹤0.01%
+30
2072
$1K ﹤0.01%
+18
2073
$1K ﹤0.01%
+12
2074
$1K ﹤0.01%
+33
2075
$1K ﹤0.01%
+50
81 82
83
84 85