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
651
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654
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658
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659
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660
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661
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662
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663
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-4
664
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-6,015
665
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-1,132
666
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-2,164
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