SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$921M
1-Year Return
24.42%
This Quarter Return
+4.92%
1 Year Return
+24.42%
3 Year Return
+101.15%
5 Year Return
+173.95%
10 Year Return
–
AUM
$547M
AUM Growth
–
Cap. Flow
+$547M
Cap. Flow
% of AUM
99.98%
Top 10 Holdings %
Top 10 Hldgs %
16.16%
Holding
2,289
New
2,271
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$20.8M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$10.3M |
| 3 |
AT&T
T
|
$9.84M |
| 4 |
Chevron
CVX
|
$7.84M |
| 5 |
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 | 7.49% |
| 5 | Healthcare | 7.17% |
