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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
51
$12.9M 0.43%
31,782
+3,717
52
$12.8M 0.43%
136,936
+7,435
53
$12.5M 0.42%
26,244
-19,411
54
$12.4M 0.42%
146,687
+38,345
55
$12.1M 0.41%
47,340
+7,615
56
$11.9M 0.4%
55,200
+46,050
57
$11.9M 0.4%
420,030
+50,969
58
$11.8M 0.4%
76,756
+4,132
59
$11.7M 0.39%
12,640
-4,755
60
$11.7M 0.39%
58,860
+5,422
61
$11.6M 0.39%
174,005
+19,110
62
$11.4M 0.38%
33,151
+23,081
63
$11.2M 0.37%
208,909
+235
64
$11.1M 0.37%
18,028
+11,861
65
$10.5M 0.35%
203,939
+6,883
66
$10.5M 0.35%
155,987
-15,484
67
$10.3M 0.35%
716,961
+58,802
68
$10.3M 0.34%
200,121
+5,531
69
$10.2M 0.34%
29,055
+4,021
70
$10.2M 0.34%
12,817
-1,825
71
$10.2M 0.34%
21,373
+10,019
72
$9.96M 0.33%
29,167
+9,056
73
$9.76M 0.33%
69,224
-614
74
$9.59M 0.32%
+36,000
75
$9.26M 0.31%
122,796
-1,467
1 2
3
4 5