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
1551
$17K ﹤0.01%
+406
1552
$17K ﹤0.01%
+316
1553
$17K ﹤0.01%
+961
1554
$17K ﹤0.01%
+892
1555
$17K ﹤0.01%
+13
1556
$17K ﹤0.01%
+600
1557
$17K ﹤0.01%
+171
1558
$17K ﹤0.01%
+103
1559
$17K ﹤0.01%
+120
1560
$17K ﹤0.01%
+1,527
1561
$16K ﹤0.01%
+1,500
1562
$16K ﹤0.01%
+729
1563
$16K ﹤0.01%
+853
1564
$16K ﹤0.01%
+670
1565
$16K ﹤0.01%
+1,000
1566
$16K ﹤0.01%
+1,500
1567
$16K ﹤0.01%
+500
1568
$16K ﹤0.01%
+279
1569
$16K ﹤0.01%
+1,509
1570
$16K ﹤0.01%
+1,500
1571
$16K ﹤0.01%
+1,500
1572
$16K ﹤0.01%
+958
1573
$16K ﹤0.01%
+300
1574
$16K ﹤0.01%
+464
1575
$16K ﹤0.01%
+1,925
61 62
63
64 65