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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
101
$4.73M 0.16%
78,997
+28,731
102
$4.72M 0.16%
6,190
+232
103
$4.68M 0.16%
32,671
+1,205
104
$4.66M 0.16%
169,301
+67,834
105
$4.63M 0.16%
200,427
+20,041
106
$4.57M 0.15%
36,915
-2,051
107
$4.56M 0.15%
29,579
+25,668
108
$4.44M 0.15%
32,244
+29,015
109
$4.44M 0.15%
52,927
+12,756
110
$4.4M 0.15%
73,671
-190
111
$4.34M 0.15%
25,083
+21,392
112
$4.28M 0.14%
51,288
+38,587
113
$4.26M 0.14%
29,221
-11,183
114
$4.19M 0.14%
13,292
+4,025
115
$4.18M 0.14%
+20,793
116
$4.17M 0.14%
21,628
-3,011
117
$4.14M 0.14%
88,134
+6,833
118
$4.12M 0.14%
7,243
+2,925
119
$4.08M 0.14%
34,445
+16,769
120
$4.04M 0.14%
35,860
-37,743
121
$4.02M 0.13%
+56,511
122
$3.95M 0.13%
38,258
+330
123
$3.85M 0.13%
43,679
+2,141
124
$3.83M 0.13%
20,246
-803
125
$3.81M 0.13%
41,914
-37,326
3 4
5
6 7