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
626
$213K 0.02%
+4,040
627
$212K 0.02%
3,480
628
$212K 0.02%
+4,884
629
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631
$211K 0.02%
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632
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633
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$210K 0.02%
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635
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636
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1,615
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637
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638
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639
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640
$208K 0.02%
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641
$207K 0.02%
14,078
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644
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648
$204K 0.02%
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649
$203K 0.02%
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650
$203K 0.02%
9,170
-200
24 25
26
27 28