SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.05%
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 7.37%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$1K ﹤0.01%
+20
2127
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+24
2128
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+15
2129
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+16
2130
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2131
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2132
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+45
2133
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+54
2134
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+5
2135
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+30
2136
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+9
2137
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2138
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+8
2139
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+100
2140
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2141
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+200
2142
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2143
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2144
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+9
2145
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+23
2146
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+31
2147
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+7
2148
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+31
2149
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+130
2150
$1K ﹤0.01%
+7