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
1601
$15K ﹤0.01%
+1,402
1602
$15K ﹤0.01%
+5,382
1603
$15K ﹤0.01%
+416
1604
$15K ﹤0.01%
+594
1605
$15K ﹤0.01%
+566
1606
$15K ﹤0.01%
+1,275
1607
$15K ﹤0.01%
+2,000
1608
$15K ﹤0.01%
+1,249
1609
$15K ﹤0.01%
+640
1610
$15K ﹤0.01%
+1,790
1611
$15K ﹤0.01%
+155
1612
$15K ﹤0.01%
+390
1613
$15K ﹤0.01%
+624
1614
$15K ﹤0.01%
+204
1615
$15K ﹤0.01%
+2,287
1616
$15K ﹤0.01%
+3,000
1617
$15K ﹤0.01%
+331
1618
$15K ﹤0.01%
+126
1619
$14K ﹤0.01%
+616
1620
$14K ﹤0.01%
+352
1621
$14K ﹤0.01%
2,500
+1,500
1622
$14K ﹤0.01%
+491
1623
$14K ﹤0.01%
+237
1624
$10K ﹤0.01%
500
1625
$8K ﹤0.01%
+1,463
62 63 64
65
66