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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
401
$423K 0.01%
6,800
402
$417K 0.01%
2,683
+1
403
$417K 0.01%
+3,211
404
$414K 0.01%
8,447
+7
405
$413K 0.01%
15,505
+871
406
$409K 0.01%
+16,978
407
$403K 0.01%
4,174
-4,000
408
$402K 0.01%
5,560
+1,187
409
$401K 0.01%
4,251
-24,045
410
$400K 0.01%
1,694
-593
411
$398K 0.01%
7,836
+1,887
412
$392K 0.01%
4,066
-6,792
413
$389K 0.01%
+5,820
414
$387K 0.01%
5,770
+2,643
415
$384K 0.01%
1,556
-7,394
416
$383K 0.01%
+10,146
417
$370K 0.01%
3,916
-28,025
418
$370K 0.01%
1,864
-215
419
$364K 0.01%
2,896
+65
420
$363K 0.01%
30,335
-12,572
421
$357K 0.01%
1,085
-7,502
422
$344K 0.01%
995
+18
423
$343K 0.01%
6,459
+2,589
424
$341K 0.01%
+7,092
425
$338K 0.01%
10,581
-167
15 16
17
18 19