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
$818M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.46M
3
+$2.06M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.52M
5
ANET icon
Arista Networks
ANET
+$1.25M

Top Sells

1
+$7.37M
2
+$6.75M
3
+$5.16M
4
HUBB icon
Hubbell
HUBB
+$5.1M
5
NVDA icon
NVIDIA
NVDA
+$5.03M

Sector Composition

1 Technology 25.43%
2 Financials 8.23%
3 Communication Services 8.22%
4 Healthcare 7.44%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$681K 0.08%
15,698
-3,739
252
$680K 0.08%
24,325
-3,849
253
$675K 0.08%
11,327
+240
254
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3,200
-3
255
$672K 0.08%
546
+61
256
$672K 0.08%
7,532
-599
257
$666K 0.08%
56,252
+13,293
258
$663K 0.08%
16,618
+5,932
259
$661K 0.08%
4,243
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260
$661K 0.08%
2,550
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261
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781
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262
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7,073
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263
$641K 0.08%
3,785
-392
264
$639K 0.08%
7,091
-2,293
265
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266
$632K 0.08%
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267
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1,131
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268
$624K 0.08%
11,506
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269
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9,778
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271
$619K 0.08%
+77,543
272
$615K 0.08%
32,710
+13,706
273
$610K 0.07%
10,503
-292
274
$596K 0.07%
1,904
+339
275
$592K 0.07%
4,269
-8
9 10
11
12 13