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
1451
$22K ﹤0.01%
+364
1452
$22K ﹤0.01%
+6,992
1453
$22K ﹤0.01%
+710
1454
$22K ﹤0.01%
+2,500
1455
$21K ﹤0.01%
+1,350
1456
$21K ﹤0.01%
+1,881
1457
$21K ﹤0.01%
+6,274
1458
$21K ﹤0.01%
+1,855
1459
$21K ﹤0.01%
+292
1460
$21K ﹤0.01%
+715
1461
$21K ﹤0.01%
+3,831
1462
$21K ﹤0.01%
+114
1463
$21K ﹤0.01%
+1,900
1464
$21K ﹤0.01%
+500
1465
$21K ﹤0.01%
+320
1466
$21K ﹤0.01%
+565
1467
$21K ﹤0.01%
+965
1468
$21K ﹤0.01%
+835
1469
$21K ﹤0.01%
+400
1470
$21K ﹤0.01%
+924
1471
$21K ﹤0.01%
+140
1472
$21K ﹤0.01%
+101
1473
$20K ﹤0.01%
+1,000
1474
$20K ﹤0.01%
+700
1475
$20K ﹤0.01%
+2,801
57 58
59
60 61