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
476
$274K 0.03%
16,316
+1,087
477
$274K 0.03%
2,078
+317
478
$272K 0.03%
21,806
+85
479
$272K 0.03%
1,025
480
$271K 0.03%
+6,588
481
$269K 0.03%
+8,911
482
$269K 0.03%
67,934
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483
$269K 0.03%
7,284
-2,083
484
$266K 0.03%
+3,179
485
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1,234
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486
$266K 0.03%
6,357
-8,954
487
$265K 0.03%
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488
$265K 0.03%
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-473
489
$264K 0.03%
896
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490
$263K 0.03%
+1,790
491
$262K 0.03%
3,647
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492
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-2,276
494
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495
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1,391
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496
$255K 0.03%
1,660
497
$255K 0.03%
5,294
498
$254K 0.03%
2,570
499
$254K 0.03%
2,521
+19
500
$253K 0.03%
+577
18 19
20
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