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
351
$421K 0.05%
1,402
-580
352
$418K 0.05%
9,888
-1,768
353
$415K 0.05%
2,790
-321
354
$413K 0.05%
4,809
-1,811
355
$413K 0.05%
41,680
+7,460
356
$412K 0.05%
63,315
+6,224
357
$412K 0.05%
48,367
+1,101
358
$410K 0.05%
8,327
-7,317
359
$407K 0.05%
8,999
+8
360
$404K 0.05%
949
-68
361
$403K 0.05%
17,052
-2,233
362
$402K 0.05%
19,955
363
$401K 0.05%
4,237
-3,746
364
$400K 0.05%
616
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365
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4,413
+1,830
366
$398K 0.05%
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-1,996
368
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369
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370
$390K 0.05%
26,016
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371
$387K 0.05%
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372
$387K 0.05%
+11,109
373
$387K 0.05%
8,370
+23
374
$386K 0.05%
8,130
+4
375
$384K 0.05%
1,106
-466
13 14
15
16 17