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
1276
$34K ﹤0.01%
+1,244
1277
$34K ﹤0.01%
+1,200
1278
$34K ﹤0.01%
+300
1279
$34K ﹤0.01%
+1,772
1280
$34K ﹤0.01%
+4,540
1281
$34K ﹤0.01%
+9,449
1282
$34K ﹤0.01%
+516
1283
$34K ﹤0.01%
+562
1284
$34K ﹤0.01%
+693
1285
$33K ﹤0.01%
+464
1286
$33K ﹤0.01%
+3,617
1287
$33K ﹤0.01%
+405
1288
$33K ﹤0.01%
+284
1289
$33K ﹤0.01%
+274
1290
$33K ﹤0.01%
+650
1291
$33K ﹤0.01%
+1,395
1292
$33K ﹤0.01%
+197
1293
$33K ﹤0.01%
+1,852
1294
$33K ﹤0.01%
+200
1295
$33K ﹤0.01%
+1,692
1296
$33K ﹤0.01%
+287
1297
$33K ﹤0.01%
+407
1298
$32K ﹤0.01%
+380
1299
$32K ﹤0.01%
+213
1300
$32K ﹤0.01%
+963
50 51
52
53 54