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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
$1.36B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$47.4M
3
+$18.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.25M
5
NFLX icon
Netflix
NFLX
+$8.18M

Top Sells

1
+$14.8M
2
+$12.7M
3
+$10.4M
4
KO icon
Coca-Cola
KO
+$9.89M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.86M

Sector Composition

1 Technology 24.09%
2 Consumer Discretionary 7.45%
3 Healthcare 6.86%
4 Communication Services 6.08%
5 Financials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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404
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405
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406
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407
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408
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-15,000
409
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-14,743
410
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-4,783
411
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412
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413
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-12,700
414
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415
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416
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418
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-9,100
420
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-16,960
421
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-4,798
422
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-14,662
423
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-24,440
424
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-5,000
425
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-64,247
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