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
$794M
AUM Growth
-$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,636
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.57M
3
+$1.49M
4
AMZN icon
Amazon
AMZN
+$1.29M
5
CFG icon
Citizens Financial Group
CFG
+$1.15M

Top Sells

1
+$15.9M
2
+$2.08M
3
+$1.79M
4
T icon
AT&T
T
+$1.59M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$1.58M

Sector Composition

1 Technology 19.58%
2 Healthcare 9.43%
3 Communication Services 7.65%
4 Financials 7.13%
5 Consumer Staples 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$109K 0.01%
1,148
-217
827
$109K 0.01%
+1,094
828
$109K 0.01%
+2,724
829
$108K 0.01%
+4,325
830
$108K 0.01%
+5,770
831
$107K 0.01%
+3,880
832
$107K 0.01%
+2,127
833
$107K 0.01%
+352
834
$107K 0.01%
+3,053
835
$106K 0.01%
+222
836
$106K 0.01%
+2,292
837
$106K 0.01%
+6,000
838
$106K 0.01%
+340
839
$105K 0.01%
49,030
840
$105K 0.01%
+1,140
841
$105K 0.01%
+3,814
842
$105K 0.01%
+1,739
843
$105K 0.01%
+957
844
$105K 0.01%
+6,888
845
$105K 0.01%
+620
846
$105K 0.01%
17,200
+6,350
847
$104K 0.01%
+2,242
848
$104K 0.01%
1,850
-1,989
849
$104K 0.01%
+2,936
850
$104K 0.01%
+2,002
32 33
34
35 36