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
2076
$1K ﹤0.01%
+100
2077
$1K ﹤0.01%
+100
2078
$1K ﹤0.01%
+50
2079
$1K ﹤0.01%
+24
2080
$1K ﹤0.01%
+22
2081
$1K ﹤0.01%
+2
2082
$1K ﹤0.01%
+8
2083
$1K ﹤0.01%
+19
2084
$1K ﹤0.01%
+26
2085
$1K ﹤0.01%
+105
2086
$1K ﹤0.01%
+65
2087
$1K ﹤0.01%
+35
2088
$1K ﹤0.01%
+16
2089
$1K ﹤0.01%
+25
2090
$1K ﹤0.01%
+15
2091
$1K ﹤0.01%
+45
2092
$1K ﹤0.01%
+18
2093
$1K ﹤0.01%
+14
2094
$1K ﹤0.01%
+100
2095
$1K ﹤0.01%
+14
2096
$1K ﹤0.01%
+16
2097
$1K ﹤0.01%
+30
2098
$1K ﹤0.01%
+163
2099
$1K ﹤0.01%
+23
2100
$1K ﹤0.01%
+29