SWM

SeaCrest Wealth Management Portfolio holdings

AUM $921M
1-Year Est. Return 24.42%
This Quarter Est. Return
1 Year Est. Return
+24.42%
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
2276
0
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$0 ﹤0.01%
+57
2278
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2279
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2280
$0 ﹤0.01%
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2281
0
2282
0
2283
$0 ﹤0.01%
+35
2284
$0 ﹤0.01%
+1
2285
$0 ﹤0.01%
+21
2286
$0 ﹤0.01%
+3
2287
$0 ﹤0.01%
+102