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
1151
$47K 0.01%
+2,800
1152
$47K 0.01%
+716
1153
$46K 0.01%
+903
1154
$46K 0.01%
+482
1155
$46K 0.01%
+907
1156
$46K 0.01%
+2,087
1157
$46K 0.01%
+183
1158
$46K 0.01%
+585
1159
$46K 0.01%
+798
1160
$46K 0.01%
+5,000
1161
$45K 0.01%
+500
1162
$45K 0.01%
+1,465
1163
$45K 0.01%
+791
1164
$45K 0.01%
+4,398
1165
$45K 0.01%
+207
1166
$45K 0.01%
+874
1167
$45K 0.01%
+3,500
1168
$45K 0.01%
+13,476
1169
$45K 0.01%
+543
1170
$44K 0.01%
+300
1171
$44K 0.01%
+4,375
1172
$44K 0.01%
+2,318
1173
$44K 0.01%
+2,169
1174
$44K 0.01%
+159
1175
$44K 0.01%
+3,230
45 46
47
48 49