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
2101
$1K ﹤0.01%
+38
2102
$1K ﹤0.01%
+23
2103
$1K ﹤0.01%
+45
2104
$1K ﹤0.01%
+69
2105
$1K ﹤0.01%
+26
2106
$1K ﹤0.01%
+68
2107
$1K ﹤0.01%
+40
2108
$1K ﹤0.01%
+700
2109
$1K ﹤0.01%
+800
2110
$1K ﹤0.01%
+20
2111
$1K ﹤0.01%
+130
2112
$1K ﹤0.01%
+300
2113
$1K ﹤0.01%
+15
2114
$1K ﹤0.01%
+12
2115
$1K ﹤0.01%
+115
2116
$1K ﹤0.01%
+66
2117
$1K ﹤0.01%
+50
2118
$1K ﹤0.01%
+8
2119
$1K ﹤0.01%
+22
2120
$1K ﹤0.01%
+41
2121
$1K ﹤0.01%
+64
2122
$1K ﹤0.01%
+7
2123
$1K ﹤0.01%
+8
2124
$1K ﹤0.01%
+15
2125
$1K ﹤0.01%
+25