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
576
$174K 0.02%
15,170
+1,700
577
$167K 0.02%
17,969
-4,380
578
$164K 0.02%
15,728
-5,472
579
$153K 0.02%
+11,873
580
$149K 0.02%
14,439
+1,349
581
$143K 0.02%
10,800
582
$143K 0.02%
13,805
+3,130
583
$137K 0.02%
32,777
+14,647
584
$131K 0.02%
11,817
-3,030
585
$131K 0.02%
9,445
586
$128K 0.02%
19,313
+350
587
$123K 0.02%
10,000
588
$120K 0.01%
12,000
589
$112K 0.01%
23,874
-351
590
$107K 0.01%
10,957
-23,315
591
$104K 0.01%
15,910
-2,034
592
$99.5K 0.01%
14,050
-25,100
593
$96.4K 0.01%
+17,745
594
$89.2K 0.01%
9,237
+2,445
595
$49.3K 0.01%
11,184
-6,691
596
$48.6K 0.01%
1,078
-56
597
$40.4K ﹤0.01%
50,900
+9,600
598
$31.4K ﹤0.01%
13,233
+1,500
599
$27K ﹤0.01%
10,950
-1,500
600
$24.6K ﹤0.01%
13,000
-1,000
22 23
24
25 26