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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
176
$2.67M 0.09%
22,041
+1,413
177
$2.67M 0.09%
8,171
+176
178
$2.62M 0.09%
+13,540
179
$2.61M 0.09%
3,734
+1,519
180
$2.6M 0.09%
13,248
-11,202
181
$2.58M 0.09%
30,513
+13,467
182
$2.55M 0.09%
9,436
+1,163
183
$2.52M 0.08%
18,761
-6,293
184
$2.48M 0.08%
8,808
+1,983
185
$2.47M 0.08%
+17,961
186
$2.45M 0.08%
36,364
+2,431
187
$2.44M 0.08%
48,809
-12,301
188
$2.35M 0.08%
8,417
-17,480
189
$2.34M 0.08%
11,903
+1,301
190
$2.31M 0.08%
21,615
-4,865
191
$2.29M 0.08%
+59,475
192
$2.26M 0.08%
+18,255
193
$2.25M 0.08%
97,444
-25,660
194
$2.24M 0.08%
48,173
-11,714
195
$2.23M 0.08%
+26,650
196
$2.22M 0.07%
92,807
-27,590
197
$2.21M 0.07%
+36,640
198
$2.21M 0.07%
10,000
199
$2.16M 0.07%
10,082
-102
200
$2.16M 0.07%
3,327
+485
6 7
8
9 10