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
1576
$16K ﹤0.01%
+488
1577
$16K ﹤0.01%
+252
1578
$16K ﹤0.01%
+1,621
1579
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+412
1580
$16K ﹤0.01%
+700
1581
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+1,563
1582
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+203
1583
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+2,093
1584
$16K ﹤0.01%
+451
1585
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+512
1586
$16K ﹤0.01%
+3,625
1587
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+728
1588
$15K ﹤0.01%
+500
1589
$15K ﹤0.01%
+449
1590
$15K ﹤0.01%
+2,520
1591
$15K ﹤0.01%
+500
1592
$15K ﹤0.01%
+244
1593
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+78
1594
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+388
1595
$15K ﹤0.01%
+498
1596
$15K ﹤0.01%
+300
1597
$15K ﹤0.01%
+560
1598
$15K ﹤0.01%
1,650
-35,055
1599
$15K ﹤0.01%
+2
1600
$15K ﹤0.01%
+385
62 63
64
65 66