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
$912M
AUM Growth
+$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$1.31M
3
+$1.14M
4
ARR
Armour Residential REIT
ARR
+$963K
5
ABT icon
Abbott
ABT
+$784K

Top Sells

1
+$1.66M
2
+$1.18M
3
+$1.1M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$1.03M
5
AMGN icon
Amgen
AMGN
+$917K

Sector Composition

1 Technology 23.29%
2 Healthcare 8.79%
3 Communication Services 8.33%
4 Financials 6.92%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$651K 0.07%
25,009
+3,921
277
$651K 0.07%
34,200
278
$647K 0.07%
3,556
-805
279
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281
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472
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282
$635K 0.07%
9,299
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283
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13,686
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285
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3,649
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286
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287
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5,175
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288
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23,051
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289
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2,368
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290
$623K 0.07%
14,481
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291
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294
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295
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296
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297
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20,000
298
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8,019
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299
$604K 0.07%
9,669
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300
$602K 0.07%
3,677
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10 11
12
13 14