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
$2.26B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$24.1M
3
+$13.7M
4
VTV icon
Vanguard Value ETF
VTV
+$12.3M
5
AAPL icon
Apple
AAPL
+$11.1M

Top Sells

1
+$20.9M
2
+$19.4M
3
+$12.3M
4
IBM icon
IBM
IBM
+$11.7M
5
MU icon
Micron Technology
MU
+$10.6M

Sector Composition

1 Technology 29.15%
2 Communication Services 8.98%
3 Consumer Discretionary 7.63%
4 Healthcare 6.64%
5 Financials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.8K ﹤0.01%
+1
452
$8.34K ﹤0.01%
11,000
453
– –
-1,141
454
– –
-13,051
455
– –
-7,931
456
– –
-2,703
457
– –
-10,939
458
– –
-99,683
459
– –
-36,907
460
– –
-7,180
461
– –
-2,673
462
– –
-17,396
463
– –
-11,513
464
– –
-78,099
465
– –
-18,894
466
– –
-25,571
467
– –
-12,348
468
– –
-3,843
469
– –
-40,669
470
– –
-26,217
471
– –
-10,173
472
– –
-2,069
473
– –
-9,110
474
– –
-13,197
475
– –
-5,109
17 18
19
20 21