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
401
$353K 0.04%
47,679
+13,108
402
$350K 0.04%
2,523
-791
403
$350K 0.04%
1,613
-39
404
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6,051
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405
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2,800
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406
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2,831
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407
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4,967
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408
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409
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410
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411
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412
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413
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59,755
+4,640
414
$332K 0.04%
16,812
415
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12,512
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416
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4,524
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17,955
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418
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2,209
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419
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1,100
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420
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3,827
-63
421
$319K 0.04%
11,176
+22
422
$318K 0.04%
1,286
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423
$318K 0.04%
14,313
424
$315K 0.04%
9,600
-100
425
$315K 0.04%
3,039
-1,783
15 16
17
18 19