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
1476
$20K ﹤0.01%
+453
1477
$20K ﹤0.01%
+521
1478
$20K ﹤0.01%
+245
1479
$20K ﹤0.01%
+1,666
1480
$20K ﹤0.01%
+520
1481
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+231
1482
$20K ﹤0.01%
+612
1483
$20K ﹤0.01%
+286
1484
$20K ﹤0.01%
+1,500
1485
$20K ﹤0.01%
+1,561
1486
$20K ﹤0.01%
+2,000
1487
$20K ﹤0.01%
+1,800
1488
$20K ﹤0.01%
+140
1489
$20K ﹤0.01%
+184
1490
$19K ﹤0.01%
+7,727
1491
$19K ﹤0.01%
+458
1492
$19K ﹤0.01%
+738
1493
$19K ﹤0.01%
+580
1494
$19K ﹤0.01%
+64
1495
$19K ﹤0.01%
+900
1496
$19K ﹤0.01%
+600
1497
$19K ﹤0.01%
+211
1498
$19K ﹤0.01%
+977
1499
$19K ﹤0.01%
+395
1500
$19K ﹤0.01%
+1,377
58 59
60
61 62