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
$810M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.18M
3
+$1.04M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$935K
5
AFRM icon
Affirm
AFRM
+$823K

Top Sells

1
+$2.16M
2
+$1.9M
3
+$1.88M
4
AZO icon
AutoZone
AZO
+$1.27M
5
CVNA icon
Carvana
CVNA
+$1.17M

Sector Composition

1 Technology 24.66%
2 Healthcare 8.22%
3 Financials 8.04%
4 Communication Services 7.71%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$327K 0.04%
3,419
-1,000
427
$327K 0.04%
2,257
-194
428
$325K 0.04%
10,271
-1,018
429
$325K 0.04%
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$323K 0.04%
1,568
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431
$321K 0.04%
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432
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3,200
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433
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434
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435
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436
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437
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439
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6,498
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440
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520
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55,115
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28,024
444
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446
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-7,439
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$303K 0.04%
4,411
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448
$302K 0.04%
6,082
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449
$302K 0.04%
16,347
+4,205
450
$301K 0.04%
2,008
+41
16 17
18
19 20