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
976
$73K 0.01%
+2,450
977
$73K 0.01%
+2,679
978
$72K 0.01%
+5,533
979
$72K 0.01%
+6,765
980
$72K 0.01%
+532
981
$72K 0.01%
+1,058
982
$72K 0.01%
+6,324
983
$71K 0.01%
+4,850
984
$71K 0.01%
+484
985
$71K 0.01%
+2,179
986
$71K 0.01%
7,825
-4,999
987
$71K 0.01%
+755
988
$71K 0.01%
+1,503
989
$71K 0.01%
+460
990
$71K 0.01%
+872
991
$70K 0.01%
+1,037
992
$70K 0.01%
+5,842
993
$69K 0.01%
+2,313
994
$69K 0.01%
+8,762
995
$69K 0.01%
+1,800
996
$69K 0.01%
+863
997
$69K 0.01%
+8,751
998
$68K 0.01%
17,550
+850
999
$68K 0.01%
+1,955
1000
$68K 0.01%
12,500
38 39
40
41 42