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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
301
$865K 0.03%
+8,341
302
$865K 0.03%
+578
303
$862K 0.03%
33,350
+221
304
$853K 0.03%
5,250
305
$853K 0.03%
44,522
-11,422
306
$851K 0.03%
+49,434
307
$846K 0.03%
7,426
308
$843K 0.03%
871
-7,601
309
$842K 0.03%
3,663
-143
310
$836K 0.03%
+10,129
311
$826K 0.03%
2,810
+634
312
$823K 0.03%
10,587
+335
313
$816K 0.03%
+13,333
314
$809K 0.03%
877
-17
315
$805K 0.03%
24,735
+4,803
316
$803K 0.03%
3,220
-179
317
$795K 0.03%
16,611
-1,788
318
$795K 0.03%
+29,107
319
$788K 0.03%
42,434
-6,920
320
$783K 0.03%
+40,400
321
$781K 0.03%
5,292
+1,225
322
$775K 0.03%
9,892
+6,714
323
$760K 0.03%
8,809
-3,312
324
$759K 0.03%
4,413
-1,387
325
$752K 0.03%
4,980
+375
11 12
13
14 15