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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
426
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427
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428
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429
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-1,781
430
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-34,530
431
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-18,588
432
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-3,114
433
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-5,155
434
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435
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436
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438
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-7,651
439
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-2,705
440
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-28,253
441
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-681
442
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-72
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