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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
26
$26.6M 0.89%
403,705
+27,426
27
$25.8M 0.87%
204,668
+201,788
28
$25.8M 0.87%
154,791
-24,688
29
$25.5M 0.86%
90,339
-52,953
30
$25.2M 0.85%
137,384
+22,376
31
$24.4M 0.82%
77,342
+11,682
32
$20.8M 0.7%
85,916
-7,704
33
$19.1M 0.64%
434,516
-154,946
34
$18.8M 0.63%
41,993
+9,364
35
$18M 0.6%
174,751
+22,604
36
$17M 0.57%
101,701
+97,781
37
$16.7M 0.56%
313,161
+67,742
38
$16.6M 0.56%
68,126
-5,224
39
$16.4M 0.55%
579,937
+41,761
40
$16.1M 0.54%
169,226
+5,955
41
$15.4M 0.52%
451,033
+277,376
42
$14.8M 0.5%
390,483
+11,856
43
$14.4M 0.48%
170,858
+2,174
44
$14.3M 0.48%
77,261
-30,055
45
$14.1M 0.48%
42,967
+32,663
46
$13.4M 0.45%
56,108
-45,534
47
$13.3M 0.45%
64,758
+31,745
48
$13.1M 0.44%
198,579
-2,391
49
$13M 0.44%
386,562
-26,705
50
$12.9M 0.43%
83,028
-60,720
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