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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
151
$3.06M 0.1%
28,125
-19,239
152
$3.06M 0.1%
15,010
+4,120
153
$3.04M 0.1%
40,115
+1,889
154
$3.04M 0.1%
+26,489
155
$3.02M 0.1%
+14,966
156
$3M 0.1%
58,211
+5,583
157
$2.99M 0.1%
+20,880
158
$2.98M 0.1%
3,852
+988
159
$2.96M 0.1%
6,084
+3,998
160
$2.95M 0.1%
+32,901
161
$2.95M 0.1%
29,394
+25,186
162
$2.94M 0.1%
24,255
+12,549
163
$2.87M 0.1%
12,996
+3,874
164
$2.86M 0.1%
26,824
-2,342
165
$2.85M 0.1%
+44,302
166
$2.82M 0.09%
+14,792
167
$2.8M 0.09%
+8,971
168
$2.8M 0.09%
+24,954
169
$2.76M 0.09%
3,342
+67
170
$2.74M 0.09%
+16,938
171
$2.71M 0.09%
47,517
-12,348
172
$2.71M 0.09%
47,377
+5,564
173
$2.69M 0.09%
22,468
+18,108
174
$2.69M 0.09%
14,155
+8,166
175
$2.67M 0.09%
19,960
+1,515
5 6
7
8 9