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
526
$232K 0.03%
23,818
-1,810
527
$232K 0.03%
28,104
-682
528
$232K 0.03%
+853
529
$232K 0.03%
9,431
-839
530
$232K 0.03%
2,365
-1,329
531
$231K 0.03%
2,456
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532
$231K 0.03%
2,701
-1,710
533
$229K 0.03%
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534
$229K 0.03%
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535
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536
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537
$229K 0.03%
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539
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14,080
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540
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541
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546
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547
$217K 0.03%
1,358
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548
$216K 0.03%
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549
$215K 0.03%
1,476
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550
$214K 0.03%
+4,814
20 21
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