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
$583M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,337
New
Increased
Reduced
Closed

Top Buys

1 +$9.31M
2 +$9.07M
3 +$5.25M
4
FLG
Flagstar Bank National Association
FLG
+$2.55M
5
ISBC
Investors Bancorp, Inc.
ISBC
+$2.42M

Top Sells

1 +$2.7M
2 +$782K
3 +$669K
4
FBC
Flagstar Bancorp, Inc. New
FBC
+$612K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$572K

Sector Composition

1 Technology 13.43%
2 Communication Services 11.24%
3 Financials 11.03%
4 Healthcare 7.61%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1K ﹤0.01%
13
2027
$1K ﹤0.01%
50
2028
$1K ﹤0.01%
3
2029
$1K ﹤0.01%
+10
2030
$1K ﹤0.01%
100
2031
$1K ﹤0.01%
100
2032
$1K ﹤0.01%
15
2033
$1K ﹤0.01%
50
2034
$1K ﹤0.01%
23
2035
$1K ﹤0.01%
40
2036
$1K ﹤0.01%
132
-1
2037
$1K ﹤0.01%
2
2038
$1K ﹤0.01%
8
2039
$1K ﹤0.01%
41
2040
$1K ﹤0.01%
31
2041
$1K ﹤0.01%
54
+8
2042
$1K ﹤0.01%
18
2043
$1K ﹤0.01%
188
2044
$1K ﹤0.01%
34
2045
$1K ﹤0.01%
120
+1
2046
$1K ﹤0.01%
30
2047
$1K ﹤0.01%
7
2048
$1K ﹤0.01%
26
2049
$1K ﹤0.01%
18
2050
$1K ﹤0.01%
133