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
351
$511K 0.06%
12,920
+5
352
$509K 0.06%
8,761
+348
353
$509K 0.06%
8,392
+1,566
354
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2,047
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355
$509K 0.06%
3,155
-13
356
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357
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2,542
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358
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359
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7,414
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360
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+26,399
361
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18,906
+4,950
362
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3,128
363
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11,820
+177
364
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1,959
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365
$482K 0.05%
6,869
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366
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525
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368
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372
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373
$474K 0.05%
2,236
+194
374
$473K 0.05%
4,082
+2,606
375
$469K 0.05%
22,462
-1,000
13 14
15
16 17