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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
351
$613K 0.02%
1,080
352
$602K 0.02%
2,021
+642
353
$593K 0.02%
41,616
-508
354
$592K 0.02%
1,913
+1
355
$587K 0.02%
2,997
-57,701
356
$583K 0.02%
5,580
+3,405
357
$579K 0.02%
8,937
+394
358
$573K 0.02%
5,158
-94,279
359
$571K 0.02%
2,762
-1,058
360
$566K 0.02%
11,450
-9,133
361
$564K 0.02%
31,072
362
$562K 0.02%
42,625
-9,900
363
$554K 0.02%
4,601
+1,433
364
$547K 0.02%
5,465
-18
365
$546K 0.02%
+12,256
366
$539K 0.02%
24,650
-16,841
367
$534K 0.02%
11,604
-797
368
$530K 0.02%
+4,133
369
$522K 0.02%
4,997
-121
370
$521K 0.02%
2,494
+24
371
$515K 0.02%
18,298
+11,616
372
$504K 0.02%
+25,250
373
$504K 0.02%
5,620
-1,353
374
$501K 0.02%
+9,133
375
$499K 0.02%
5,263
-3,876
13 14
15
16 17