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
2226
0
2227
$0 ﹤0.01%
+8
2228
$0 ﹤0.01%
+9
2229
$0 ﹤0.01%
+1
2230
$0 ﹤0.01%
+7
2231
$0 ﹤0.01%
+12
2232
$0 ﹤0.01%
+4
2233
$0 ﹤0.01%
+29
2234
$0 ﹤0.01%
+37
2235
$0 ﹤0.01%
+6
2236
0
2237
$0 ﹤0.01%
+8
2238
$0 ﹤0.01%
+75
2239
$0 ﹤0.01%
+4
2240
$0 ﹤0.01%
+1
2241
$0 ﹤0.01%
+25
2242
$0 ﹤0.01%
+50
2243
$0 ﹤0.01%
+21
2244
$0 ﹤0.01%
+250
2245
$0 ﹤0.01%
+10
2246
0
2247
$0 ﹤0.01%
+30
2248
$0 ﹤0.01%
+2
2249
$0 ﹤0.01%
+11
2250
$0 ﹤0.01%
+16