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
$2.56B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$21.4M
3
+$13.5M
4
LIN icon
Linde
LIN
+$13M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$12.5M

Top Sells

1
+$40.5M
2
+$34M
3
+$19.8M
4
PLTR icon
Palantir
PLTR
+$13.9M
5
MSFT icon
Microsoft
MSFT
+$12.4M

Sector Composition

1 Technology 26.8%
2 Communication Services 10.13%
3 Consumer Discretionary 7.1%
4 Healthcare 6.84%
5 Financials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$256K 0.01%
+3,964
427
$253K 0.01%
2,769
-73,070
428
$252K 0.01%
+2,044
429
$251K 0.01%
1,010
+12
430
$249K 0.01%
3,190
-354
431
$247K 0.01%
749
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432
$246K 0.01%
6,682
-646
433
$246K 0.01%
1,863
-240
434
$244K 0.01%
8,480
+1,253
435
$241K 0.01%
1,890
-218
436
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437
$239K 0.01%
7,465
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438
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+4,947
439
$238K 0.01%
20,701
-3,513
440
$237K 0.01%
1,578
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441
$237K 0.01%
6,450
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443
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7,699
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444
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3,127
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445
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1,347
-5,723
446
$231K 0.01%
+1,018
447
$231K 0.01%
+3,178
448
$231K 0.01%
+21,924
449
$230K 0.01%
1,000
450
$228K 0.01%
9,339
-399
16 17
18
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