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
176
$2.25M 0.09%
8,735
+5,845
177
$2.23M 0.09%
+7,804
178
$2.23M 0.09%
7,995
-512
179
$2.23M 0.09%
10,890
-3,293
180
$2.21M 0.09%
22,566
+1,982
181
$2.18M 0.09%
51,325
+46,473
182
$2.17M 0.08%
22,245
-5,149
183
$2.13M 0.08%
33,933
-3,708
184
$2.12M 0.08%
9,150
-52,150
185
$2.12M 0.08%
7,664
+2,065
186
$2.1M 0.08%
2,864
+93
187
$2.09M 0.08%
9,122
+126
188
$2.05M 0.08%
40,396
+3,716
189
$1.99M 0.08%
10,184
+102
190
$1.97M 0.08%
10,602
+1,434
191
$1.92M 0.07%
17,676
-55,725
192
$1.91M 0.07%
15,407
-357
193
$1.89M 0.07%
8,529
-256
194
$1.85M 0.07%
33,361
-3,827
195
$1.85M 0.07%
8,256
+202
196
$1.82M 0.07%
8,273
+1,462
197
$1.78M 0.07%
+28,472
198
$1.78M 0.07%
44,836
-1,027
199
$1.77M 0.07%
6,440
-15,222
200
$1.76M 0.07%
3,275
+775
6 7
8
9 10