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
$1.66B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$71.3M
2
+$29.4M
3
+$18.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.9M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$11.8M

Top Sells

1
+$100M
2
+$12.8M
3
+$7.88M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.54M
5
LRCX icon
Lam Research
LRCX
+$6.89M

Sector Composition

1 Technology 29.62%
2 Consumer Discretionary 9.23%
3 Communication Services 8.66%
4 Healthcare 4.94%
5 Financials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-1,609
427
– –
-1,560
428
– –
-30,000
429
– –
-4,723
430
– –
-8,436
431
– –
-2,350
432
– –
-3,945
433
– –
-5,017
434
– –
-334
435
– –
-13,730
436
– –
-5,982
437
– –
-334
438
– –
-2,624
439
– –
-6,857
440
– –
-5,786
441
– –
-12,144
442
– –
-10,117
443
– –
-2,190
444
– –
-8,180
445
– –
-952
446
– –
-3,402
447
– –
-31,454
14 15 16 17
18