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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
251
$1.27M 0.04%
6,920
+250
252
$1.27M 0.04%
+15,916
253
$1.26M 0.04%
5,886
-1,218
254
$1.26M 0.04%
28,962
+8,105
255
$1.26M 0.04%
+16,371
256
$1.25M 0.04%
15,944
-30,753
257
$1.24M 0.04%
5,385
+3,994
258
$1.23M 0.04%
+27,701
259
$1.22M 0.04%
38,863
-1,758
260
$1.2M 0.04%
+4,884
261
$1.2M 0.04%
48,000
262
$1.2M 0.04%
13,345
+73
263
$1.18M 0.04%
8,483
+1,926
264
$1.17M 0.04%
3,136
+2,504
265
$1.17M 0.04%
+15,900
266
$1.17M 0.04%
10,982
+3,872
267
$1.15M 0.04%
13,310
-9
268
$1.13M 0.04%
+7,017
269
$1.11M 0.04%
25,317
+1,410
270
$1.11M 0.04%
22,260
+5,195
271
$1.09M 0.04%
13,546
+1,256
272
$1.08M 0.04%
3,062
-579
273
$1.06M 0.04%
19,776
274
$1.04M 0.03%
7,392
-101,726
275
$1.01M 0.03%
16,708
-3
9 10
11
12 13