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SW

SteelPeak Wealth Portfolio holdings

AUM $3.19B
1-Year Est. Return 27.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$631M
AUM Growth
-$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.1M
3
+$10M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$8.21M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$6.47M

Top Sells

1
+$15M
2
+$12.8M
3
+$9.42M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$8.29M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.21M

Sector Composition

1 Technology 17.66%
2 Consumer Discretionary 8.22%
3 Communication Services 7.67%
4 Healthcare 4.61%
5 Financials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K ﹤0.01%
+2,916
227
$20K ﹤0.01%
+35,087
228
$16K ﹤0.01%
15,501
-19,159
229
– –
0
230
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231
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-12,799
232
– –
-7,757
233
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234
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235
– –
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236
– –
-9,024
237
– –
-18,525
238
– –
-14,060
239
– –
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240
– –
-17,924
241
– –
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242
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243
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