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
2201
$0 ﹤0.01%
+75
2202
$0 ﹤0.01%
+60
2203
$0 ﹤0.01%
+7
2204
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+10
2205
0
2206
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+35
2207
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+10
2208
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+75
2209
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+4
2210
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+14
2211
0
2212
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+23
2213
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+100
2214
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2215
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2216
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2217
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2218
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+3
2219
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+102
2220
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+900
2221
$0 ﹤0.01%
+15
2222
0
2223
$0 ﹤0.01%
+57
2224
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+3
2225
$0 ﹤0.01%
+2