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
201
$1.74M 0.07%
28,483
+4,952
202
$1.72M 0.07%
3,712
-4,489
203
$1.71M 0.07%
3,358
-5,131
204
$1.7M 0.07%
26,568
+2,611
205
$1.7M 0.07%
2,215
+1,004
206
$1.69M 0.07%
16,800
-2,203
207
$1.67M 0.07%
22,982
-219
208
$1.66M 0.06%
12,341
-2,624
209
$1.66M 0.06%
10,000
-1,020
210
$1.65M 0.06%
45,960
-653
211
$1.63M 0.06%
18,099
-13,171
212
$1.62M 0.06%
2,155
+1
213
$1.56M 0.06%
17,046
-11,776
214
$1.56M 0.06%
4,453
+1,729
215
$1.52M 0.06%
2,842
+766
216
$1.51M 0.06%
3,446
-1,613
217
$1.51M 0.06%
8,013
+1,395
218
$1.5M 0.06%
9,094
+2,407
219
$1.5M 0.06%
8,581
+1,966
220
$1.49M 0.06%
6,825
-3,851
221
$1.46M 0.06%
+10,085
222
$1.46M 0.06%
11,901
+399
223
$1.46M 0.06%
2
224
$1.43M 0.06%
25,100
-20
225
$1.39M 0.05%
19,776
7 8
9
10 11