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
1226
$39K ﹤0.01%
+946
1227
$39K ﹤0.01%
+1,254
1228
$39K ﹤0.01%
+1,107
1229
$39K ﹤0.01%
+4,500
1230
$39K ﹤0.01%
+6,767
1231
$38K ﹤0.01%
+425
1232
$38K ﹤0.01%
+1,000
1233
$38K ﹤0.01%
+3,000
1234
$38K ﹤0.01%
+5,413
1235
$38K ﹤0.01%
+1,225
1236
$38K ﹤0.01%
+675
1237
$38K ﹤0.01%
+1,758
1238
$38K ﹤0.01%
+4,400
1239
$38K ﹤0.01%
+637
1240
$37K ﹤0.01%
+795
1241
$37K ﹤0.01%
+680
1242
$37K ﹤0.01%
+387
1243
$37K ﹤0.01%
+1,700
1244
$37K ﹤0.01%
+722
1245
$37K ﹤0.01%
+1,923
1246
$37K ﹤0.01%
+1,200
1247
$37K ﹤0.01%
+1,800
1248
$37K ﹤0.01%
+509
1249
$37K ﹤0.01%
+3,409
1250
$37K ﹤0.01%
+759
48 49
50
51 52