Instuitional Investor - Steel Peak Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Steel Peak Wealth Management Llc
Portfolio Value $1,726,874,838
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 762,325 $146,770,368 8.49%
2. IEF 200,605 $95,815,035 5.54%
3. AMZN 372,899 $56,658,318 3.28%
4. GOOG 322,444 $45,042,203 2.6%
5. MSFT 114,511 $43,060,789 2.49%