SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.05%
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 7.37%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
$1K ﹤0.01%
+16
2077
$1K ﹤0.01%
+45
2078
$1K ﹤0.01%
+18
2079
$1K ﹤0.01%
+14
2080
$1K ﹤0.01%
+100
2081
$1K ﹤0.01%
+14
2082
$1K ﹤0.01%
+16
2083
$1K ﹤0.01%
+30
2084
$1K ﹤0.01%
+163
2085
$1K ﹤0.01%
+23
2086
$1K ﹤0.01%
+20
2087
$1K ﹤0.01%
+307
2088
$1K ﹤0.01%
+20
2089
$1K ﹤0.01%
+24
2090
$1K ﹤0.01%
+8
2091
$1K ﹤0.01%
+8
2092
$1K ﹤0.01%
+15
2093
$1K ﹤0.01%
+25
2094
$1K ﹤0.01%
+15
2095
$1K ﹤0.01%
+100
2096
$1K ﹤0.01%
+100
2097
$1K ﹤0.01%
+31
2098
$1K ﹤0.01%
+58
2099
$1K ﹤0.01%
+43
2100
$1K ﹤0.01%
+167