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
276
$592K 0.07%
25,725
+10,764
277
$590K 0.07%
9,714
-4,068
278
$589K 0.07%
2,396
-96
279
$585K 0.07%
2,344
-396
280
$585K 0.07%
5,523
-224
281
$584K 0.07%
1,685
+134
282
$583K 0.07%
7,264
-270
283
$583K 0.07%
7,267
-3,945
284
$580K 0.07%
5,995
-4,220
285
$573K 0.07%
5,224
+2
286
$571K 0.07%
11,972
-510
287
$567K 0.07%
6,665
288
$565K 0.07%
16,280
-1,615
289
$565K 0.07%
3,689
-92
290
$558K 0.07%
12,295
+1,112
291
$552K 0.07%
3,618
-25
292
$552K 0.07%
1,111
-8
293
$552K 0.07%
8,260
-6,224
294
$550K 0.07%
+20,338
295
$537K 0.07%
27,889
-1,500
296
$536K 0.07%
16,697
-3,718
297
$535K 0.07%
1,118
-189
298
$535K 0.07%
1,976
-66
299
$532K 0.07%
1,362
+70
300
$530K 0.06%
4,485
-6
10 11
12
13 14