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
$579M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$1.69M
3
+$1.25M
4
RTX icon
RTX Corp
RTX
+$1.24M
5
ABBV icon
AbbVie
ABBV
+$1.04M

Top Sells

1
+$3.88M
2
+$983K
3
+$910K
4
AMZN icon
Amazon
AMZN
+$899K
5
VZ icon
Verizon
VZ
+$717K

Sector Composition

1 Technology 20.6%
2 Healthcare 9.75%
3 Communication Services 9.15%
4 Financials 6.98%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$16K ﹤0.01%
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