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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
476
$264K 0.01%
1,605
+27
477
$264K 0.01%
20,069
-1,855
478
$262K 0.01%
968
-153
479
$260K 0.01%
1,876
+13
480
$258K 0.01%
984
-26
481
$255K 0.01%
+4,500
482
$254K 0.01%
+5,700
483
$252K 0.01%
9,573
+234
484
$252K 0.01%
+3,334
485
$250K 0.01%
1,732
-312
486
$245K 0.01%
849
+100
487
$243K 0.01%
857
+105
488
$242K 0.01%
1,644
489
$242K 0.01%
2,340
-21,647
490
$239K 0.01%
1,252
-13,705
491
$235K 0.01%
+4,500
492
$233K 0.01%
+1,776
493
$232K 0.01%
30,036
+17,598
494
$231K 0.01%
387
495
$231K 0.01%
2,253
-500
496
$230K 0.01%
+2,777
497
$230K 0.01%
5,875
+706
498
$230K 0.01%
709
-226
499
$229K 0.01%
+5,278
500
$229K 0.01%
1,633
-1,017
18 19
20
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