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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
526
$90.7K ﹤0.01%
16,283
527
$88.1K ﹤0.01%
12,745
+178
528
$82.3K ﹤0.01%
+18,131
529
$71.8K ﹤0.01%
10,000
530
$62K ﹤0.01%
10,000
531
$49.6K ﹤0.01%
35,207
+101
532
$45.8K ﹤0.01%
10,895
533
$38.3K ﹤0.01%
29,930
+14,626
534
$32.7K ﹤0.01%
13,308
-250
535
$12.1K ﹤0.01%
10,000
536
$9.97K ﹤0.01%
353
537
– –
-1,257
538
– –
-750
539
– –
-74,422
540
– –
-1,063
541
– –
-712
542
– –
-1,348
543
– –
-5,845
544
– –
-11,856
545
– –
-7,269
546
– –
-22,962
547
– –
-2,924
548
– –
-91,354
549
– –
-1,078
550
– –
-4,947
20 21
22
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