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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
276
$1M 0.03%
30,050
-500
277
$999K 0.03%
48,963
-221
278
$996K 0.03%
17,760
279
$989K 0.03%
9,911
+2,911
280
$988K 0.03%
1,980
-1,732
281
$980K 0.03%
10,995
+1
282
$978K 0.03%
11,927
+5,946
283
$972K 0.03%
15,990
+218
284
$968K 0.03%
9,817
+605
285
$966K 0.03%
+33,700
286
$961K 0.03%
1,639
-95
287
$950K 0.03%
1,864
+21
288
$937K 0.03%
18,510
+970
289
$932K 0.03%
19,010
-3,020
290
$931K 0.03%
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291
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292
$927K 0.03%
11,182
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293
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5,535
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294
$925K 0.03%
14,177
-551
295
$924K 0.03%
4,553
+3,206
296
$921K 0.03%
+3,889
297
$920K 0.03%
40,110
-6,618
298
$884K 0.03%
12,055
-222
299
$874K 0.03%
14,455
-879
300
$868K 0.03%
+12,204
10 11
12
13 14