We are live on ! Find out more
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
$1.67B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$12.8M
3
+$11.3M
4
AMD icon
Advanced Micro Devices
AMD
+$11M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$10.9M

Top Sells

1
+$14.9M
2
+$9.22M
3
+$8.84M
4
NVDA icon
NVIDIA
NVDA
+$8.33M
5
HON icon
Honeywell
HON
+$8.18M

Sector Composition

1 Technology 30.62%
2 Consumer Discretionary 9.45%
3 Communication Services 8.51%
4 Healthcare 4.99%
5 Financials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-2,759
402
– –
-9,146
403
– –
-6,623
404
– –
-80,080
405
– –
-2,453
406
– –
-14,737
407
– –
-3,000
408
– –
-76,163
409
– –
-18,076
410
– –
-7,423
411
– –
-2,329
412
– –
-87,676
413
– –
-1,667
414
– –
-709
415
– –
-29,681
416
– –
-7,401
417
– –
-7,039
418
– –
-34,062
419
– –
-8,238
420
– –
-8,386
421
– –
-73,504
422
– –
0
423
– –
-53,027
424
– –
-38,814
425
– –
-9,051
15 16
17
18 19