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
451
$227K 0.01%
+2,175
452
$226K 0.01%
3,887
-698
453
$226K 0.01%
632
-2,994
454
$224K 0.01%
3,040
-224
455
$224K 0.01%
750
-385
456
$224K 0.01%
+5,169
457
$224K 0.01%
1,758
-19,509
458
$224K 0.01%
5,630
-188
459
$224K 0.01%
+2,419
460
$222K 0.01%
+6,812
461
$222K 0.01%
5,845
-499
462
$220K 0.01%
+2,657
463
$220K 0.01%
387
+10
464
$219K 0.01%
624
+78
465
$219K 0.01%
752
+19
466
$218K 0.01%
+2,498
467
$218K 0.01%
+1,348
468
$216K 0.01%
+1,644
469
$216K 0.01%
1,277
-296
470
$216K 0.01%
3,128
-12,858
471
$215K 0.01%
+1,353
472
$214K 0.01%
4,174
-207
473
$212K 0.01%
5,900
474
$212K 0.01%
+484
475
$211K 0.01%
+2,727
17 18
19
20 21