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
1526
$18K ﹤0.01%
+1,728
1527
$18K ﹤0.01%
+120
1528
$18K ﹤0.01%
+790
1529
$17K ﹤0.01%
+544
1530
$17K ﹤0.01%
+109
1531
$17K ﹤0.01%
+2,170
1532
$17K ﹤0.01%
+4,674
1533
$17K ﹤0.01%
+1,000
1534
$17K ﹤0.01%
+502
1535
$17K ﹤0.01%
+1,200
1536
$17K ﹤0.01%
+527
1537
$17K ﹤0.01%
+575
1538
$17K ﹤0.01%
+500
1539
$17K ﹤0.01%
+1,031
1540
$17K ﹤0.01%
+1,500
1541
$17K ﹤0.01%
+2,696
1542
$17K ﹤0.01%
+541
1543
$17K ﹤0.01%
+525
1544
$17K ﹤0.01%
+115
1545
$17K ﹤0.01%
+154
1546
$17K ﹤0.01%
+422
1547
$17K ﹤0.01%
+691
1548
$17K ﹤0.01%
+104
1549
$17K ﹤0.01%
+410
1550
$17K ﹤0.01%
+500