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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
426
$336K 0.01%
1,122
427
$334K 0.01%
4,264
-123,378
428
$333K 0.01%
+4,803
429
$331K 0.01%
3,705
+118
430
$327K 0.01%
7,502
-155,838
431
$327K 0.01%
17,531
-512
432
$323K 0.01%
3,298
433
$321K 0.01%
2,469
+99
434
$319K 0.01%
+6,474
435
$317K 0.01%
4,631
436
$313K 0.01%
7,450
-750
437
$312K 0.01%
1,531
-109
438
$310K 0.01%
+8,898
439
$310K 0.01%
1,437
-2
440
$307K 0.01%
3,359
+15
441
$305K 0.01%
425
-4,028
442
$304K 0.01%
821
-3
443
$304K 0.01%
3,438
-8
444
$302K 0.01%
+6,700
445
$302K 0.01%
+3,940
446
$301K 0.01%
31,412
+9,243
447
$301K 0.01%
+4,726
448
$300K 0.01%
23,000
+800
449
$299K 0.01%
6,435
-3,094
450
$298K 0.01%
3,289
16 17
18
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