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
951
$78K 0.01%
+976
952
$78K 0.01%
+1,578
953
$77K 0.01%
+7,753
954
$77K 0.01%
+6,147
955
$77K 0.01%
+618
956
$77K 0.01%
+3,400
957
$76K 0.01%
+398
958
$76K 0.01%
+4,741
959
$76K 0.01%
10,397
960
$75K 0.01%
+1,049
961
$74K 0.01%
+1,138
962
$74K 0.01%
+2,312
963
$74K 0.01%
+1,224
964
$74K 0.01%
+800
965
$74K 0.01%
+2,590
966
$74K 0.01%
+1,981
967
$73K 0.01%
+420
968
$73K 0.01%
+4,019
969
$73K 0.01%
+957
970
$73K 0.01%
+155
971
$73K 0.01%
+1,242
972
$73K 0.01%
+1,028
973
$73K 0.01%
+267
974
$73K 0.01%
+8,000
975
$73K 0.01%
+180
37 38
39
40 41