SWM

SeaCrest Wealth Management Portfolio holdings

AUM $948M
1-Year Est. Return 33.29%
This Quarter Est. Return
1 Year Est. Return
+33.29%
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 12.23%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.36%
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%
+18
2078
$1K ﹤0.01%
+14
2079
$1K ﹤0.01%
+7
2080
$1K ﹤0.01%
+31
2081
$1K ﹤0.01%
+130
2082
$1K ﹤0.01%
+21
2083
$1K ﹤0.01%
+7
2084
$1K ﹤0.01%
+24
2085
$1K ﹤0.01%
+28
2086
$1K ﹤0.01%
+64
2087
$1K ﹤0.01%
+500
2088
$1K ﹤0.01%
+68
2089
$1K ﹤0.01%
+26
2090
$1K ﹤0.01%
+150
2091
$1K ﹤0.01%
+503
2092
0
2093
$1K ﹤0.01%
+38
2094
$1K ﹤0.01%
+23
2095
$1K ﹤0.01%
+45
2096
$1K ﹤0.01%
+40
2097
$1K ﹤0.01%
+15
2098
$1K ﹤0.01%
+16
2099
$1K ﹤0.01%
+8
2100
$1K ﹤0.01%
+15