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
126
$3.32M 0.13%
21,049
-513
127
$3.22M 0.13%
40,171
+30,906
128
$3.14M 0.12%
10,070
+4,101
129
$3.14M 0.12%
10,304
-26,727
130
$3.08M 0.12%
52,230
131
$3.05M 0.12%
29,166
-1,582
132
$3M 0.12%
61,110
+1,989
133
$2.95M 0.11%
31,466
+2,217
134
$2.87M 0.11%
31,941
+27,769
135
$2.87M 0.11%
50,266
+39,322
136
$2.82M 0.11%
+38,226
137
$2.82M 0.11%
26,480
-1,370
138
$2.81M 0.11%
120,397
+7,708
139
$2.8M 0.11%
28,296
-5,567
140
$2.8M 0.11%
26,567
+7,829
141
$2.77M 0.11%
+8,587
142
$2.77M 0.11%
17,731
+1,741
143
$2.76M 0.11%
123,104
+7,536
144
$2.74M 0.11%
+23,987
145
$2.74M 0.11%
+71,437
146
$2.73M 0.11%
+92,997
147
$2.72M 0.11%
59,887
+1,499
148
$2.71M 0.11%
60,732
+1,725
149
$2.69M 0.11%
33,475
-8,903
150
$2.69M 0.1%
14,957
+268
4 5
6
7 8