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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
$1.39B
AUM Growth
-$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.2M
3
+$10.2M
4
GS icon
Goldman Sachs
GS
+$9.68M
5
TXN icon
Texas Instruments
TXN
+$9.34M

Top Sells

1
+$15.9M
2
+$14.1M
3
+$9.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.2M
5
PG icon
Procter & Gamble
PG
+$7.99M

Sector Composition

1 Technology 30.12%
2 Consumer Discretionary 9.37%
3 Communication Services 8.25%
4 Healthcare 7.34%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-1,049
452
– –
-16,000
453
– –
-6,258
454
– –
-4,250
455
– –
-2,754
456
– –
-3,677
457
– –
-3,653
458
– –
-9,553
459
– –
-60,121
460
– –
-630
461
– –
-4,186
462
– –
-6,095
463
– –
-8,844
464
– –
-821
465
– –
-11,700
466
– –
-12,138
467
– –
-36,506
468
– –
-2,490
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