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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
$2.98B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$23.8M
3
+$22.3M
4
INTU icon
Intuit
INTU
+$16M
5
AAPL icon
Apple
AAPL
+$15.6M

Top Sells

1
+$15.7M
2
+$15.4M
3
+$14.5M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$14.3M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$12.2M

Sector Composition

1 Technology 29.65%
2 Communication Services 8.96%
3 Consumer Discretionary 7.5%
4 Financials 5.63%
5 Healthcare 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.79M 0.06%
15,697
-109,064
227
$1.75M 0.06%
17,397
+597
228
$1.73M 0.06%
2,840
-4,985
229
$1.72M 0.06%
6,622
+1,706
230
$1.7M 0.06%
7,141
+701
231
$1.68M 0.06%
11,849
-52
232
$1.68M 0.06%
30,329
-290,878
233
$1.66M 0.06%
+20,958
234
$1.62M 0.05%
17,710
-6,552
235
$1.55M 0.05%
6,555
+470
236
$1.53M 0.05%
+11,504
237
$1.52M 0.05%
7,161
+648
238
$1.51M 0.05%
2
239
$1.51M 0.05%
41,202
+17,076
240
$1.48M 0.05%
55,695
-100
241
$1.48M 0.05%
45,960
242
$1.46M 0.05%
44,528
+19,474
243
$1.44M 0.05%
61,753
+916
244
$1.44M 0.05%
12,895
+327
245
$1.41M 0.05%
31,576
+1,802
246
$1.4M 0.05%
7,475
+4,691
247
$1.4M 0.05%
24,342
-17,286
248
$1.32M 0.04%
+5,192
249
$1.31M 0.04%
27,371
+15,854
250
$1.31M 0.04%
3,676
+562
8 9
10
11 12