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
1351
$28K ﹤0.01%
+2,110
1352
$28K ﹤0.01%
+997
1353
$28K ﹤0.01%
+2,239
1354
$28K ﹤0.01%
+1,044
1355
$28K ﹤0.01%
+2,469
1356
$28K ﹤0.01%
+328
1357
$28K ﹤0.01%
+632
1358
$28K ﹤0.01%
+1,726
1359
$28K ﹤0.01%
+2,000
1360
$28K ﹤0.01%
+1,670
1361
$28K ﹤0.01%
+1,000
1362
$28K ﹤0.01%
+856
1363
$28K ﹤0.01%
+5,758
1364
$28K ﹤0.01%
+1,413
1365
$28K ﹤0.01%
+500
1366
$28K ﹤0.01%
+300
1367
$27K ﹤0.01%
+250
1368
$27K ﹤0.01%
+2,553
1369
$27K ﹤0.01%
+1,000
1370
$27K ﹤0.01%
+100
1371
$27K ﹤0.01%
+1,000
1372
$27K ﹤0.01%
2,688
1373
$27K ﹤0.01%
+924
1374
$27K ﹤0.01%
+644
1375
$27K ﹤0.01%
+454
53 54
55
56 57