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
2176
$1K ﹤0.01%
+500
2177
$1K ﹤0.01%
+68
2178
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+23
2179
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+45
2180
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2181
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+26
2182
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+68
2183
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+40
2184
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+700
2185
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+800
2186
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+20
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2189
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+300
2190
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+41
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+10
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+25
2196
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+15
2197
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+16
2198
$0 ﹤0.01%
+9
2199
$0 ﹤0.01%
+8
2200
0