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
2151
$1K ﹤0.01%
+56
2152
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+50
2153
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+128
2154
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+100
2155
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2156
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2157
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+20
2158
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+200
2159
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+21
2160
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+14
2161
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+200
2162
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+64
2163
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+15
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+9
2165
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+130
2166
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2167
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+7
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+50
2169
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+500
2170
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+500
2171
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+300
2172
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+30
2173
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+22
2174
$1K ﹤0.01%
+41
2175
$1K ﹤0.01%
+64