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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
326
$751K 0.03%
28,842
-2,881
327
$745K 0.03%
1,635
-1,173
328
$740K 0.02%
20,270
329
$737K 0.02%
14,419
+6,863
330
$729K 0.02%
39,959
-9,788
331
$719K 0.02%
38,016
-248
332
$719K 0.02%
15,107
-8
333
$717K 0.02%
+26,524
334
$708K 0.02%
7,719
-408
335
$697K 0.02%
919
-9
336
$690K 0.02%
5,806
-220
337
$689K 0.02%
16,836
-633
338
$669K 0.02%
26,016
+4,174
339
$665K 0.02%
14,349
-259
340
$664K 0.02%
+13,295
341
$658K 0.02%
11,435
342
$654K 0.02%
+8,473
343
$646K 0.02%
6,684
+1,349
344
$643K 0.02%
2,894
-68,970
345
$641K 0.02%
4,656
+426
346
$631K 0.02%
+2,000
347
$627K 0.02%
23,729
-2,749
348
$624K 0.02%
4,020
-37,602
349
$621K 0.02%
2,018
-34
350
$619K 0.02%
25,947
+7,598
12 13
14
15 16