SW

SteelPeak Wealth Portfolio holdings

AUM $3.04B
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.56B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$21.4M
3
+$13.5M
4
LIN icon
Linde
LIN
+$13M
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$12.5M

Top Sells

1
+$40.5M
2
+$34M
3
+$19.8M
4
PLTR icon
Palantir
PLTR
+$13.9M
5
MSFT icon
Microsoft
MSFT
+$12.4M

Sector Composition

1 Technology 26.8%
2 Communication Services 10.13%
3 Consumer Discretionary 7.1%
4 Healthcare 6.84%
5 Financials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.93M 0.31%
73,603
+34,882
77
$7.72M 0.3%
+74,422
78
$7.51M 0.29%
14,745
-3,629
79
$7.35M 0.29%
25,163
-1,790
80
$7.27M 0.28%
101,731
+76,064
81
$7.14M 0.28%
20,111
-4,389
82
$6.93M 0.27%
25,897
+1,434
83
$6.79M 0.26%
8,472
+2,082
84
$6.67M 0.26%
163,340
-5,440
85
$6.34M 0.25%
41,622
-17,822
86
$6.24M 0.24%
257,256
+36,195
87
$6.21M 0.24%
122,601
+14,928
88
$6.04M 0.24%
33,013
-3,691
89
$5.99M 0.23%
114,325
-4,077
90
$5.97M 0.23%
32,528
-33,218
91
$5.9M 0.23%
79,240
+62,154
92
$5.4M 0.21%
57,919
+581
93
$5.3M 0.21%
35,406
+420
94
$5.29M 0.21%
+45,119
95
$5.27M 0.21%
45,705
-598
96
$5.18M 0.2%
176,279
-183,824
97
$5.05M 0.2%
+182,496
98
$5.01M 0.2%
+173,657
99
$5.01M 0.2%
54,072
+726
100
$4.8M 0.19%
76,911
-35,720
2 3
4
5 6