SWM

SeaCrest Wealth Management Portfolio holdings

AUM $948M
1-Year Est. Return 33.29%
This Quarter Est. Return
1 Year Est. Return
+33.29%
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 12.23%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.36%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$1K ﹤0.01%
+200
2177
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+13
2178
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+25
2179
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+8
2180
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+28
2181
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+1,300
2182
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+9
2183
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2184
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+166
2185
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+4
2186
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2189
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+500
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+500
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+300
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+41
2195
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+69
2196
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+26
2197
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+68
2198
$0 ﹤0.01%
+3
2199
$0 ﹤0.01%
+3
2200
$0 ﹤0.01%
+2