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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
376
$498K 0.02%
7,559
-7
377
$497K 0.02%
13,297
+4,935
378
$497K 0.02%
+11,612
379
$489K 0.02%
18,752
+300
380
$487K 0.02%
+9,730
381
$486K 0.02%
+1,794
382
$486K 0.02%
5,568
+1,483
383
$485K 0.02%
+20,277
384
$480K 0.02%
5,233
-237
385
$474K 0.02%
14,137
+722
386
$463K 0.02%
4,850
+2,081
387
$460K 0.02%
10,779
-6,734
388
$460K 0.02%
+5,755
389
$457K 0.02%
+8,736
390
$448K 0.02%
+6,716
391
$444K 0.01%
1,506
-31,196
392
$439K 0.01%
+5,906
393
$437K 0.01%
+3,895
394
$434K 0.01%
+10,104
395
$434K 0.01%
30,000
+200
396
$431K 0.01%
7,026
+926
397
$428K 0.01%
9,582
-69
398
$428K 0.01%
5,978
-239
399
$427K 0.01%
15,918
+3,722
400
$425K 0.01%
5,268
-441
14 15
16
17 18