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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
451
$297K 0.01%
3,639
452
$297K 0.01%
3,496
-28
453
$296K 0.01%
11,769
+33
454
$296K 0.01%
5,330
-2,175
455
$292K 0.01%
12,473
-892
456
$292K 0.01%
5,143
-18,936
457
$288K 0.01%
6,808
+375
458
$288K 0.01%
1,889
-1
459
$287K 0.01%
8,250
460
$286K 0.01%
2,104
+40
461
$286K 0.01%
+5,170
462
$285K 0.01%
4,737
-130
463
$284K 0.01%
585
-3
464
$280K 0.01%
1,132
+114
465
$278K 0.01%
4,950
466
$276K 0.01%
7,816
+117
467
$276K 0.01%
+6,886
468
$276K 0.01%
1,000
469
$275K 0.01%
25,237
470
$275K 0.01%
1,008
-8,039
471
$275K 0.01%
+5,106
472
$274K 0.01%
+4,717
473
$272K 0.01%
4,100
474
$268K 0.01%
1,667
+390
475
$267K 0.01%
+782
17 18
19
20 21