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
451
$293K 0.04%
3,105
-314
452
$290K 0.04%
10,331
-151
453
$290K 0.04%
13,023
-663
454
$290K 0.04%
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455
$289K 0.04%
4,430
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456
$287K 0.04%
+8,075
457
$284K 0.03%
3,634
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458
$282K 0.03%
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459
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460
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462
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463
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464
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465
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34,240
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2,667
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473
$275K 0.03%
43,822
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474
$275K 0.03%
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475
$275K 0.03%
40,554
-182
17 18
19
20 21