SW

SteelPeak Wealth Portfolio holdings

AUM $2.56B
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$22M
2 +$18.8M
3 +$14.9M
4
INTC icon
Intel
INTC
+$14.2M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1 +$66.3M
2 +$25.7M
3 +$9.49M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.95M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7M

Sector Composition

1 Technology 33.01%
2 Consumer Discretionary 10.07%
3 Communication Services 7.76%
4 Healthcare 6.12%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$686K 0.04%
5,805
+1,659
227
$681K 0.04%
3,642
-9,092
228
$677K 0.04%
17,595
229
$671K 0.04%
+8,809
230
$663K 0.04%
+3,680
231
$654K 0.04%
4,327
+2,491
232
$651K 0.04%
+1,341
233
$649K 0.04%
2,689
-381
234
$647K 0.04%
8,965
+6,157
235
$643K 0.04%
13,625
-4,900
236
$642K 0.04%
2,555
+1,041
237
$635K 0.04%
11,977
238
$622K 0.04%
1,269
+102
239
$622K 0.04%
4,164
+34
240
$614K 0.03%
+13,160
241
$613K 0.03%
8,230
+4,000
242
$609K 0.03%
+8,175
243
$608K 0.03%
+11,700
244
$605K 0.03%
1,657
+402
245
$604K 0.03%
+1,278
246
$603K 0.03%
+3,369
247
$601K 0.03%
5,727
+4,232
248
$598K 0.03%
45,589
249
$591K 0.03%
3,793
+234
250
$587K 0.03%
4,471
+816