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
1251
$37K ﹤0.01%
+153
1252
$37K ﹤0.01%
+3,300
1253
$36K ﹤0.01%
+1,000
1254
$36K ﹤0.01%
+1,000
1255
$36K ﹤0.01%
+721
1256
$36K ﹤0.01%
+1,018
1257
$36K ﹤0.01%
+444
1258
$36K ﹤0.01%
+1,391
1259
$36K ﹤0.01%
12,061
-164
1260
$36K ﹤0.01%
+999
1261
$36K ﹤0.01%
+981
1262
$36K ﹤0.01%
+296
1263
$36K ﹤0.01%
+1,400
1264
$36K ﹤0.01%
+606
1265
$35K ﹤0.01%
+876
1266
$35K ﹤0.01%
+1,170
1267
$35K ﹤0.01%
+1,750
1268
$35K ﹤0.01%
+3,600
1269
$35K ﹤0.01%
+1,770
1270
$35K ﹤0.01%
+1,065
1271
$35K ﹤0.01%
+731
1272
$35K ﹤0.01%
+3,600
1273
$34K ﹤0.01%
7,200
-7,206
1274
$34K ﹤0.01%
+394
1275
$34K ﹤0.01%
+1,000
49 50
51
52 53