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
2101
$1K ﹤0.01%
+40
2102
$1K ﹤0.01%
+32
2103
$1K ﹤0.01%
+45
2104
$1K ﹤0.01%
+54
2105
$1K ﹤0.01%
+5
2106
$1K ﹤0.01%
+30
2107
$1K ﹤0.01%
+23
2108
$1K ﹤0.01%
+31
2109
$1K ﹤0.01%
+7
2110
$1K ﹤0.01%
+31
2111
$1K ﹤0.01%
+50
2112
$1K ﹤0.01%
+1,300
2113
$1K ﹤0.01%
+9
2114
$1K ﹤0.01%
+18
2115
$1K ﹤0.01%
+166
2116
$1K ﹤0.01%
+4
2117
$1K ﹤0.01%
+7
2118
$1K ﹤0.01%
+25
2119
$1K ﹤0.01%
+24
2120
$1K ﹤0.01%
+28
2121
$1K ﹤0.01%
+26
2122
$1K ﹤0.01%
+150
2123
$1K ﹤0.01%
+503
2124
0
2125
$1K ﹤0.01%
+38