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
2176
$1K ﹤0.01%
+68
2177
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+26
2178
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+150
2179
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+503
2180
0
2181
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2183
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+700
2184
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2186
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2187
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2190
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2191
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+41
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+64
2197
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+500
2198
0
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$0 ﹤0.01%
+35
2200
$0 ﹤0.01%
+10