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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
126
$3.8M 0.13%
450,000
127
$3.77M 0.13%
36,546
+13,980
128
$3.73M 0.13%
21,923
-12,775
129
$3.7M 0.12%
8,053
+4,695
130
$3.58M 0.12%
52,230
131
$3.54M 0.12%
52,448
+46,586
132
$3.51M 0.12%
14,245
-3,486
133
$3.5M 0.12%
5,689
+753
134
$3.49M 0.12%
42,366
+8,891
135
$3.47M 0.12%
18,500
+11,773
136
$3.41M 0.11%
+55,941
137
$3.36M 0.11%
36,024
+8,296
138
$3.24M 0.11%
42,311
+8,247
139
$3.22M 0.11%
+39,289
140
$3.22M 0.11%
+10,005
141
$3.2M 0.11%
65,599
-5,838
142
$3.17M 0.11%
37,621
-7,088
143
$3.17M 0.11%
43,142
+20,160
144
$3.16M 0.11%
10,480
+1,745
145
$3.14M 0.11%
60,706
-30
146
$3.13M 0.11%
23,029
-12,048
147
$3.13M 0.11%
28,013
+1,446
148
$3.1M 0.1%
+29,716
149
$3.09M 0.1%
+17,330
150
$3.07M 0.1%
14,200
+1,703
4 5
6
7 8