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
$2.56B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$21.4M
3
+$13.5M
4
LIN icon
Linde
LIN
+$13M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$12.5M

Top Sells

1
+$40.5M
2
+$34M
3
+$19.8M
4
PLTR icon
Palantir
PLTR
+$13.9M
5
MSFT icon
Microsoft
MSFT
+$12.4M

Sector Composition

1 Technology 26.8%
2 Communication Services 10.13%
3 Consumer Discretionary 7.1%
4 Healthcare 6.84%
5 Financials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$482K 0.02%
5,483
-495
352
$474K 0.02%
4,360
-1,848
353
$466K 0.02%
42,907
+16,772
354
$447K 0.02%
2,784
-5,787
355
$444K 0.02%
13,415
-1,112
356
$438K 0.02%
6,217
+431
357
$434K 0.02%
5,335
+1,635
358
$434K 0.02%
18,349
+6,995
359
$428K 0.02%
84,576
+14,615
360
$426K 0.02%
9,529
361
$420K 0.02%
5,862
+1,469
362
$417K 0.02%
4,208
+198
363
$417K 0.02%
27,287
+3,928
364
$416K 0.02%
29,800
+1,800
365
$416K 0.02%
8,543
-318
366
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3,229
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367
$411K 0.02%
2,079
-12
368
$408K 0.02%
9,651
369
$398K 0.02%
+6,800
370
$394K 0.02%
14,535
-4,288
371
$393K 0.02%
+712
372
$391K 0.02%
+22,962
373
$386K 0.02%
7,556
-446
374
$382K 0.01%
1,379
-240
375
$382K 0.01%
14,634
+497
13 14
15
16 17