We are live on ! Find out more
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
76
$9.06M 0.3%
113,244
+92,568
77
$9.03M 0.3%
124,157
+47,246
78
$8.99M 0.3%
31,849
-13,526
79
$8.78M 0.3%
28,888
+3,725
80
$8.74M 0.29%
308,841
+132,562
81
$8.73M 0.29%
190,918
+85,220
82
$8.62M 0.29%
176,500
+155,925
83
$8.44M 0.28%
53,121
+28,454
84
$8.15M 0.27%
259,483
-239,953
85
$7.44M 0.25%
15,165
+420
86
$7.38M 0.25%
22,215
+19,153
87
$7.02M 0.24%
+33,534
88
$6.69M 0.22%
95,408
-6,323
89
$6.6M 0.22%
44,406
-1,299
90
$6.55M 0.22%
121,604
+7,279
91
$6.36M 0.21%
249,531
-7,725
92
$6.27M 0.21%
123,886
+1,285
93
$6.22M 0.21%
63,494
+5,575
94
$6.09M 0.2%
35,674
+268
95
$5.98M 0.2%
25,814
-23,284
96
$5.69M 0.19%
26,360
+8,833
97
$5.57M 0.19%
34,315
+1,787
98
$5.35M 0.18%
35,443
+675
99
$5.19M 0.17%
54,569
+497
100
$4.84M 0.16%
+47,637
2 3
4
5 6