SWM

SeaCrest Wealth Management Portfolio holdings

AUM $935M
1-Year Est. Return 37.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.62%
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
+$3.84M
2
+$2.25M
3
+$2.01M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.17M
5
ANET icon
Arista Networks
ANET
+$1.16M

Top Sells

1
+$7.81M
2
+$6.5M
3
+$4.67M
4
HUBB icon
Hubbell
HUBB
+$4.45M
5
NVDA icon
NVIDIA
NVDA
+$4.04M

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
601
$20.3K ﹤0.01%
+2,900
602
$16.5K ﹤0.01%
351
-20
603
$5.1K ﹤0.01%
+1,477
604
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-22,650
605
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606
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607
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-37,260
608
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609
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-9,829
610
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611
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-8,068
612
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613
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-31,157
614
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615
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616
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617
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618
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619
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620
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621
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622
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623
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23 24
25
26 27