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
$1.95B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$23.1M
3
+$20.3M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$20.1M
5
AAPL icon
Apple
AAPL
+$17.5M

Top Sells

1
+$22.8M
2
+$11.2M
3
+$10.6M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$10.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.7M

Sector Composition

1 Technology 30.86%
2 Communication Services 8.53%
3 Consumer Discretionary 8.22%
4 Healthcare 6.33%
5 Financials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-12,489
452
– –
-1,378
453
– –
-6,826
454
– –
-1,604
455
– –
-4,018
456
– –
-66,399
457
– –
-276,910
458
– –
-39,750
459
– –
-16,039
460
– –
-3,309
461
– –
-4,487
462
– –
-136,230
463
– –
-785
464
– –
-22,050
465
– –
-10,000
466
– –
-44,237
467
– –
-2,038
468
– –
-33,814
469
– –
-59,763
470
– –
-34,222
471
– –
-29,899
472
– –
-2,220
473
– –
-5,000
474
– –
-2,158
475
– –
-7,249
16 17 18
19
20