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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
$2.35B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$28.2M
3
+$20.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17M
5
CVX icon
Chevron
CVX
+$14.7M

Top Sells

1
+$64.1M
2
+$53.1M
3
+$37.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.1M
5
AAPL icon
Apple
AAPL
+$12.2M

Sector Composition

1 Technology 26.95%
2 Communication Services 9.47%
3 Consumer Discretionary 7.66%
4 Healthcare 5.63%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$37.1K ﹤0.01%
+10,000
477
$33.6K ﹤0.01%
7,600
478
$30.7K ﹤0.01%
10,200
-1,000
479
$30.6K ﹤0.01%
+1,267
480
$30.3K ﹤0.01%
111
-1,208
481
$29.4K ﹤0.01%
10,895
482
$20.6K ﹤0.01%
+15,288
483
$14.2K ﹤0.01%
10,000
484
$14.2K ﹤0.01%
10,000
485
– –
-64,713
486
– –
-4,995
487
– –
-1,453
488
– –
0
489
– –
-8,582
490
– –
-2,315
491
– –
-24,474
492
– –
-4,659
493
– –
-4,847
494
– –
-13,641
495
– –
-3,228
496
– –
-4,098
497
– –
-181
498
– –
-35,270
499
– –
-14,103
500
– –
-54,441
18 19
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