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
2201
$0 ﹤0.01%
+20
2202
$0 ﹤0.01%
+4
2203
$0 ﹤0.01%
+30
2204
$0 ﹤0.01%
+2
2205
$0 ﹤0.01%
+11
2206
$0 ﹤0.01%
+16
2207
$0 ﹤0.01%
+4
2208
0
2209
$0 ﹤0.01%
+1
2210
$0 ﹤0.01%
+10
2211
$0 ﹤0.01%
+7
2212
$0 ﹤0.01%
+60
2213
$0 ﹤0.01%
+75
2214
0
2215
$0 ﹤0.01%
+8
2216
$0 ﹤0.01%
+9
2217
0
2218
$0 ﹤0.01%
+57
2219
$0 ﹤0.01%
+4
2220
$0 ﹤0.01%
+12
2221
$0 ﹤0.01%
+6
2222
0
2223
0
2224
$0 ﹤0.01%
+35
2225
$0 ﹤0.01%
+10