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
$738M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.7M
3
+$1.47M
4
NVDA icon
NVIDIA
NVDA
+$1.44M
5
PHYS icon
Sprott Physical Gold
PHYS
+$1.16M

Top Sells

1
+$5.6M
2
+$1.51M
3
+$1.4M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.2M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.09M

Sector Composition

1 Technology 22.01%
2 Healthcare 8.87%
3 Communication Services 6.75%
4 Industrials 6.18%
5 Consumer Staples 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$344K 0.05%
6,384
+234
427
$339K 0.05%
2,037
+98
428
$338K 0.05%
27,121
+1,798
429
$337K 0.05%
3,202
-65
430
$335K 0.05%
7,315
+355
431
$333K 0.05%
8,353
+95
432
$333K 0.05%
3,747
+238
433
$333K 0.05%
14,386
+12
434
$332K 0.05%
13,607
+147
435
$332K 0.05%
+14,077
436
$329K 0.04%
1,465
+200
437
$329K 0.04%
14,861
-2,861
438
$325K 0.04%
+9,240
439
$324K 0.04%
50,986
+2,878
440
$322K 0.04%
8,330
+336
441
$319K 0.04%
4,579
-40
442
$319K 0.04%
4,419
443
$318K 0.04%
28,993
+16,749
444
$318K 0.04%
16,836
+2,600
445
$318K 0.04%
7,966
+3
446
$317K 0.04%
17,585
+500
447
$316K 0.04%
9,345
448
$313K 0.04%
9,650
+150
449
$312K 0.04%
1,427
+27
450
$312K 0.04%
+9,642
16 17
18
19 20