SW

SteelPeak Wealth Portfolio holdings

AUM $3.04B
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
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
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