We are live on ! Find out more
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
201
$2.15M 0.07%
44,613
-10,928
202
$2.15M 0.07%
42,322
+1,926
203
$2.14M 0.07%
15,630
+11,990
204
$2.11M 0.07%
46,293
-14,439
205
$2.08M 0.07%
+8,216
206
$2.07M 0.07%
14,898
+2,557
207
$2.06M 0.07%
8,034
+4,998
208
$2.05M 0.07%
+13,305
209
$2.04M 0.07%
40,307
-13,581
210
$2.04M 0.07%
6,042
+3,676
211
$2.03M 0.07%
2,130
-25
212
$2.02M 0.07%
7,213
+3,098
213
$2M 0.07%
47,349
+2,513
214
$1.98M 0.07%
19,804
+1,705
215
$1.97M 0.07%
17,243
+1,836
216
$1.96M 0.07%
7,792
-737
217
$1.92M 0.06%
28,490
+18
218
$1.91M 0.06%
25,100
219
$1.89M 0.06%
29,087
+604
220
$1.86M 0.06%
12,490
+2,405
221
$1.85M 0.06%
+40,025
222
$1.85M 0.06%
+10,644
223
$1.83M 0.06%
11,003
+2,990
224
$1.81M 0.06%
8,045
-211
225
$1.79M 0.06%
17,918
-4,327
7 8
9
10 11