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
1401
$25K ﹤0.01%
+493
1402
$25K ﹤0.01%
+4,000
1403
$25K ﹤0.01%
+1,000
1404
$25K ﹤0.01%
+500
1405
$25K ﹤0.01%
+750
1406
$25K ﹤0.01%
+1,200
1407
$25K ﹤0.01%
+247
1408
$25K ﹤0.01%
+1,365
1409
$25K ﹤0.01%
+500
1410
$25K ﹤0.01%
+330
1411
$25K ﹤0.01%
+1,728
1412
$25K ﹤0.01%
+2,423
1413
$25K ﹤0.01%
+268
1414
$25K ﹤0.01%
+200
1415
$25K ﹤0.01%
+2,050
1416
$25K ﹤0.01%
+720
1417
$24K ﹤0.01%
+524
1418
$24K ﹤0.01%
+2,875
1419
$24K ﹤0.01%
+500
1420
$24K ﹤0.01%
+683
1421
$24K ﹤0.01%
+2,311
1422
$24K ﹤0.01%
+4,259
1423
$24K ﹤0.01%
+90
1424
$24K ﹤0.01%
+512
1425
$24K ﹤0.01%
+400
55 56
57
58 59