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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
501
$227K 0.01%
2,846
+119
502
$226K 0.01%
1,885
-24,683
503
$226K 0.01%
+3,986
504
$223K 0.01%
+2,919
505
$223K 0.01%
4,800
506
$223K 0.01%
+1,028
507
$219K 0.01%
+1,850
508
$216K 0.01%
+6,097
509
$213K 0.01%
5,900
510
$213K 0.01%
+2,550
511
$213K 0.01%
1,263
-307
512
$213K 0.01%
+513
513
$213K 0.01%
14,494
+1,036
514
$211K 0.01%
+1,187
515
$211K 0.01%
3,668
516
$211K 0.01%
+6,684
517
$209K 0.01%
2,231
518
$203K 0.01%
+5,979
519
$201K 0.01%
+34,900
520
$201K 0.01%
2,434
-756
521
$200K 0.01%
+15,296
522
$198K 0.01%
25,964
+155
523
$158K 0.01%
+12,792
524
$113K ﹤0.01%
69,000
525
$112K ﹤0.01%
10,000
19 20
21
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