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
1101
$52K 0.01%
+1,192
1102
$52K 0.01%
+3,861
1103
$52K 0.01%
+2,750
1104
$51K 0.01%
+4,376
1105
$51K 0.01%
+1,630
1106
$51K 0.01%
+4,750
1107
$51K 0.01%
+814
1108
$51K 0.01%
+2,283
1109
$51K 0.01%
+982
1110
$51K 0.01%
+1,515
1111
$50K 0.01%
+6,143
1112
$50K 0.01%
+1,317
1113
$50K 0.01%
+1,047
1114
$50K 0.01%
+3,850
1115
$50K 0.01%
+1,120
1116
$50K 0.01%
+1,916
1117
$50K 0.01%
+286
1118
$50K 0.01%
+209
1119
$49K 0.01%
+2,043
1120
$49K 0.01%
+2,240
1121
$49K 0.01%
+268
1122
$49K 0.01%
+3,960
1123
$49K 0.01%
+390
1124
$49K 0.01%
+3,213
1125
$49K 0.01%
+174
43 44
45
46 47