SWM
SeaCrest Wealth Management Portfolio holdings
AUM
$921M
1-Year Return
24.42%
This Quarter Return
+7.12%
1 Year Return
+24.42%
3 Year Return
+101.15%
5 Year Return
+173.95%
10 Year Return
–
AUM
$879M
AUM Growth
+$60.8M
(+7.4%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
32.91%
Holding
643
New
40
Increased
302
Reduced
225
Closed
30
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.88M |
| 2 |
GE Vernova
GEV
|
$1.62M |
| 3 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$1.61M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.42M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.24M |
Top Sells
| 1 |
Lam Research
LRCX
|
$1.61M |
| 2 |
IBM
IBM
|
$1.46M |
| 3 |
Southern First Bancshares
SFST
|
$1.34M |
| 4 |
ProShares UltraPro QQQ
TQQQ
|
$1.33M |
| 5 |
Eli Lilly
LLY
|
$1.17M |
Sector Composition
| 1 | Technology | 27.72% |
| 2 | Communication Services | 8.84% |
| 3 | Financials | 7.63% |
| 4 | Healthcare | 6.74% |
| 5 | Consumer Discretionary | 5.16% |
