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
876
$95K 0.01%
+7,099
877
$95K 0.01%
+8,083
878
$95K 0.01%
+3,680
879
$95K 0.01%
+1,701
880
$95K 0.01%
+2,408
881
$95K 0.01%
+3,073
882
$95K 0.01%
+1,893
883
$95K 0.01%
+1,283
884
$95K 0.01%
+1,291
885
$94K 0.01%
+1,801
886
$94K 0.01%
14,437
+535
887
$94K 0.01%
+4,085
888
$94K 0.01%
+6,750
889
$93K 0.01%
+2,251
890
$93K 0.01%
+9,525
891
$93K 0.01%
+520
892
$93K 0.01%
3,288
-3,643
893
$92K 0.01%
+2,634
894
$92K 0.01%
+4,209
895
$92K 0.01%
+3,768
896
$92K 0.01%
+1,765
897
$92K 0.01%
+3,009
898
$91K 0.01%
+7,764
899
$91K 0.01%
+2,690
900
$90K 0.01%
+1,341
34 35
36
37 38