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
2151
$1K ﹤0.01%
+26
2152
$1K ﹤0.01%
+105
2153
$1K ﹤0.01%
+18
2154
$1K ﹤0.01%
+10
2155
$1K ﹤0.01%
+26
2156
$1K ﹤0.01%
+33
2157
$1K ﹤0.01%
+56
2158
$1K ﹤0.01%
+65
2159
$1K ﹤0.01%
+35
2160
$1K ﹤0.01%
+16
2161
$1K ﹤0.01%
+25
2162
$1K ﹤0.01%
+15
2163
$1K ﹤0.01%
+45
2164
$1K ﹤0.01%
+25
2165
$1K ﹤0.01%
+18
2166
$1K ﹤0.01%
+14
2167
$1K ﹤0.01%
+100
2168
$1K ﹤0.01%
+14
2169
$1K ﹤0.01%
+16
2170
$1K ﹤0.01%
+30
2171
$1K ﹤0.01%
+163
2172
$1K ﹤0.01%
+23
2173
$1K ﹤0.01%
+29
2174
$1K ﹤0.01%
+40
2175
$1K ﹤0.01%
+50