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
1176
$44K 0.01%
+330
1177
$44K 0.01%
+1,588
1178
$44K 0.01%
+1,550
1179
$44K 0.01%
+1,496
1180
$44K 0.01%
+1,500
1181
$43K 0.01%
+183
1182
$43K 0.01%
+1,234
1183
$43K 0.01%
+2,150
1184
$43K 0.01%
+861
1185
$43K 0.01%
+3,545
1186
$43K 0.01%
+330
1187
$43K 0.01%
+4,130
1188
$43K 0.01%
+2,300
1189
$43K 0.01%
+1,151
1190
$43K 0.01%
+4,585
1191
$43K 0.01%
+349
1192
$43K 0.01%
+108
1193
$42K 0.01%
+1,800
1194
$42K 0.01%
+800
1195
$42K 0.01%
+1,304
1196
$42K 0.01%
+605
1197
$42K 0.01%
+750
1198
$42K 0.01%
+434
1199
$42K 0.01%
+650
1200
$42K 0.01%
+2,506
46 47
48
49 50