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
851
$104K 0.01%
1,214
-1,620
852
$103K 0.01%
+1,880
853
$103K 0.01%
+3,687
854
$103K 0.01%
+1,964
855
$102K 0.01%
+1,143
856
$102K 0.01%
+1,605
857
$102K 0.01%
+5,772
858
$101K 0.01%
+1,296
859
$100K 0.01%
+1,331
860
$100K 0.01%
+871
861
$99K 0.01%
+1,512
862
$99K 0.01%
14,550
+445
863
$99K 0.01%
+5,075
864
$98K 0.01%
+1,612
865
$98K 0.01%
+1,850
866
$98K 0.01%
+1,401
867
$97K 0.01%
+650
868
$97K 0.01%
+1,450
869
$97K 0.01%
+2,649
870
$97K 0.01%
+2,000
871
$97K 0.01%
15,423
872
$96K 0.01%
+55
873
$96K 0.01%
+3,533
874
$96K 0.01%
18,393
875
$96K 0.01%
+3,166
33 34
35
36 37