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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
$1.39B
AUM Growth
-$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.2M
3
+$10.2M
4
GS icon
Goldman Sachs
GS
+$9.68M
5
TXN icon
Texas Instruments
TXN
+$9.34M

Top Sells

1
+$15.9M
2
+$14.1M
3
+$9.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.2M
5
PG icon
Procter & Gamble
PG
+$7.99M

Sector Composition

1 Technology 30.12%
2 Consumer Discretionary 9.37%
3 Communication Services 8.25%
4 Healthcare 7.34%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-8,169
403
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404
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405
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-43,985
407
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408
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409
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410
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411
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412
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416
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418
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419
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420
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-27,034
421
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422
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423
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425
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15 16
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