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
2126
$1K ﹤0.01%
+15
2127
$1K ﹤0.01%
+100
2128
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+500
2129
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+17
2130
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+100
2131
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2132
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+58
2133
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+20
2134
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+43
2135
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+167
2136
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+12
2137
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+9
2138
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+30
2139
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2140
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+12
2141
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2142
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+100
2143
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+100
2144
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+50
2145
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+24
2146
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+22
2147
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+2
2148
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+8
2149
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+41
2150
$1K ﹤0.01%
+19