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
1501
$19K ﹤0.01%
+1,685
1502
$19K ﹤0.01%
+250
1503
$19K ﹤0.01%
+2,347
1504
$19K ﹤0.01%
+353
1505
$19K ﹤0.01%
+299
1506
$19K ﹤0.01%
+690
1507
$18K ﹤0.01%
+609
1508
$18K ﹤0.01%
+1,672
1509
$18K ﹤0.01%
+213
1510
$18K ﹤0.01%
+402
1511
$18K ﹤0.01%
+1,013
1512
$18K ﹤0.01%
+2,000
1513
$18K ﹤0.01%
+275
1514
$18K ﹤0.01%
+1,500
1515
$18K ﹤0.01%
+400
1516
$18K ﹤0.01%
+300
1517
$18K ﹤0.01%
+1,086
1518
$18K ﹤0.01%
+301
1519
$18K ﹤0.01%
+403
1520
$18K ﹤0.01%
+2,000
1521
$18K ﹤0.01%
+812
1522
$18K ﹤0.01%
+129
1523
$18K ﹤0.01%
+500
1524
$18K ﹤0.01%
+1,035
1525
$18K ﹤0.01%
+624