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
1376
$27K ﹤0.01%
+378
1377
$27K ﹤0.01%
+500
1378
$27K ﹤0.01%
+467
1379
$27K ﹤0.01%
+1,221
1380
$27K ﹤0.01%
+162
1381
$27K ﹤0.01%
+445
1382
$26K ﹤0.01%
+1,300
1383
$26K ﹤0.01%
+2,137
1384
$26K ﹤0.01%
+318
1385
$26K ﹤0.01%
+403
1386
$26K ﹤0.01%
+5,200
1387
$26K ﹤0.01%
+1,464
1388
$26K ﹤0.01%
+53
1389
$26K ﹤0.01%
+2,634
1390
$26K ﹤0.01%
+543
1391
$26K ﹤0.01%
+3,133
1392
$26K ﹤0.01%
+1,604
1393
$26K ﹤0.01%
+299
1394
$26K ﹤0.01%
+437
1395
$26K ﹤0.01%
+316
1396
$26K ﹤0.01%
+120
1397
$26K ﹤0.01%
+1,073
1398
$26K ﹤0.01%
+727
1399
$26K ﹤0.01%
+239
1400
$25K ﹤0.01%
+500
54 55
56
57 58