SW

SteelPeak Wealth Portfolio holdings

AUM $3.04B
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$44.7M
2 +$42.8M
3 +$35.4M
4
STMP
Stamps.com, Inc.
STMP
+$25.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$18.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.05%
2 Communication Services 6.74%
3 Consumer Discretionary 6.56%
4 Healthcare 5.25%
5 Financials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
0