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
376
$384K 0.05%
6,669
-3,105
377
$384K 0.05%
1,863
-123
378
$384K 0.05%
826
-39
379
$383K 0.05%
9,822
-18,721
380
$382K 0.05%
622
-140
381
$380K 0.05%
1,645
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382
$379K 0.05%
2,308
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383
$379K 0.05%
9,604
+2,247
384
$378K 0.05%
5,025
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385
$377K 0.05%
1,054
-282
386
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4,110
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387
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3,351
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119
389
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9,086
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390
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391
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394
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395
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11,729
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396
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9,768
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397
$361K 0.04%
20,962
398
$360K 0.04%
4,016
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399
$359K 0.04%
1,687
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400
$356K 0.04%
5,083
-396
14 15
16
17 18