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
1326
$30K ﹤0.01%
+6,512
1327
$30K ﹤0.01%
+2,500
1328
$30K ﹤0.01%
+1,125
1329
$30K ﹤0.01%
+1,947
1330
$30K ﹤0.01%
+335
1331
$30K ﹤0.01%
+800
1332
$30K ﹤0.01%
+324
1333
$30K ﹤0.01%
+458
1334
$30K ﹤0.01%
+602
1335
$30K ﹤0.01%
+401
1336
$30K ﹤0.01%
+3,661
1337
$30K ﹤0.01%
+1,330
1338
$29K ﹤0.01%
+640
1339
$29K ﹤0.01%
+438
1340
$29K ﹤0.01%
+564
1341
$29K ﹤0.01%
+500
1342
$29K ﹤0.01%
+2,615
1343
$29K ﹤0.01%
+191
1344
$29K ﹤0.01%
+612
1345
$29K ﹤0.01%
+6,524
1346
$29K ﹤0.01%
+978
1347
$29K ﹤0.01%
+1,000
1348
$29K ﹤0.01%
+299
1349
$28K ﹤0.01%
+1,037
1350
$28K ﹤0.01%
+822
52 53
54
55 56