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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
$1.38B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.6M
3
+$7.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$7.21M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.99M

Top Sells

1
+$19.6M
2
+$7.07M
3
+$6.67M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.35M
5
AMZN icon
Amazon
AMZN
+$4.26M

Sector Composition

1 Technology 27.63%
2 Consumer Discretionary 9.82%
3 Communication Services 9.38%
4 Financials 5.4%
5 Healthcare 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$63K ﹤0.01%
10,500
+150
402
$47K ﹤0.01%
2,918
-676
403
$42K ﹤0.01%
+13,658
404
– –
-33,471
405
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-12,906
406
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-23,000
407
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-2,237
408
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-5,352
409
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-32,125
410
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-3,609
411
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-2,992
412
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-7,902
413
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-14,563
414
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-6,388
415
– –
-27,123
416
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-12,920
417
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-13,670
418
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-35,048
419
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-7,928
420
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-54,882
421
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-10,068
422
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-7,858
423
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-23,614
424
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425
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-87
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