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
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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-6,015
606
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607
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-9,829
608
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609
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-8,068
610
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-20,290
611
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-31,157
612
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-2,295
613
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-1,000
614
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-9,521
615
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616
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617
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-6,616
618
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-3,169
619
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-1,675
620
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-1,489
621
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622
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623
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-9,089
624
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-4,412
23 24
25
26 27