SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$921M
1-Year Return
24.42%
This Quarter Return
+12.68%
1 Year Return
+24.42%
3 Year Return
+101.15%
5 Year Return
+173.95%
10 Year Return
–
AUM
$818M
AUM Growth
+$8.35M
(+1%)
Cap. Flow
-$81.3M
Cap. Flow
% of AUM
-9.95%
Top 10 Holdings %
Top 10 Hldgs %
29.4%
Holding
666
New
46
Increased
196
Reduced
324
Closed
63
Top Buys
| 1 |
Visa
V
|
+$3.88M |
| 2 |
ASML
ASML
|
+$2.46M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.06M |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$1.52M |
| 5 |
Arista Networks
ANET
|
+$1.25M |
Top Sells
| 1 |
Apple
AAPL
|
+$7.37M |
| 2 |
Microsoft
MSFT
|
+$6.75M |
| 3 |
Lam Research
LRCX
|
+$5.16M |
| 4 |
Hubbell
HUBB
|
+$5.1M |
| 5 |
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% |
