SWM

SeaCrest Wealth Management Portfolio holdings

AUM $935M
1-Year Est. Return 37.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.62%
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 +$20.5M
2 +$10.1M
3 +$9.15M
4
CVX icon
Chevron
CVX
+$7.42M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.22%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.38%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$1K ﹤0.01%
+25
2077
$1K ﹤0.01%
+15
2078
$1K ﹤0.01%
+100
2079
$1K ﹤0.01%
+500
2080
$1K ﹤0.01%
+17
2081
$1K ﹤0.01%
+100
2082
$1K ﹤0.01%
+31
2083
$1K ﹤0.01%
+58
2084
$1K ﹤0.01%
+20
2085
$1K ﹤0.01%
+43
2086
$1K ﹤0.01%
+167
2087
$1K ﹤0.01%
+12
2088
$1K ﹤0.01%
+9
2089
$1K ﹤0.01%
+66
2090
$1K ﹤0.01%
+30
2091
$1K ﹤0.01%
+18
2092
$1K ﹤0.01%
+12
2093
$1K ﹤0.01%
+33
2094
$1K ﹤0.01%
+50
2095
$1K ﹤0.01%
+100
2096
$1K ﹤0.01%
+100
2097
$1K ﹤0.01%
+50
2098
$1K ﹤0.01%
+24
2099
$1K ﹤0.01%
+22
2100
$1K ﹤0.01%
+2