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
$926M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$7.66M
3
+$6.64M
4
META icon
Meta Platforms (Facebook)
META
+$6.29M
5
AAPL icon
Apple
AAPL
+$6.27M

Top Sells

1
+$18.1M
2
+$7.37M
3
+$5.56M
4
RTX icon
RTX Corp
RTX
+$4.67M
5
INTC icon
Intel
INTC
+$4.52M

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 7.99%
3 Communication Services 7.53%
4 Financials 4.8%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
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