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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
1
$220M 7.38%
862,933
+69,027
2
$148M 4.97%
792,356
+128,098
3
$96.2M 3.23%
438,339
+50,527
4
$83.8M 2.82%
161,812
+21,421
5
$78.8M 2.65%
118,235
+21,103
6
$76.5M 2.57%
127,396
+3,220
7
$74.5M 2.5%
306,310
+4,072
8
$74.1M 2.49%
100,965
+11,587
9
$59.1M 1.99%
179,154
+44,576
10
$57.1M 1.92%
128,411
-201
11
$54.2M 1.82%
335,077
+63,604
12
$50.1M 1.68%
1,073,085
-127,264
13
$45.2M 1.52%
67,589
+9,800
14
$43.6M 1.47%
239,207
-17,429
15
$39.7M 1.33%
670,881
+105,143
16
$35.3M 1.19%
294,160
+26,200
17
$34.2M 1.15%
283,423
-9,408
18
$32.9M 1.11%
169,304
-27,855
19
$31.9M 1.07%
465,592
-17,243
20
$30.5M 1.02%
+601,963
21
$30.1M 1.01%
145,582
+3,832
22
$28.6M 0.96%
421,286
-97,130
23
$27.8M 0.93%
83,561
+40,055
24
$27.5M 0.92%
40,207
+22,262
25
$26.7M 0.9%
57,510
-3,717
1
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