SW

SteelPeak Wealth Portfolio holdings

AUM $3.04B
1-Year Est. Return 25%
This Quarter Est. Return
1 Year Est. Return
+25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$789M
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$13M
3
+$13M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.7M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$9.37M

Top Sells

1
+$15.8M
2
+$12.5M
3
+$11.7M
4
MBB icon
iShares MBS ETF
MBB
+$9.52M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.22M

Sector Composition

1 Technology 19.79%
2 Communication Services 7%
3 Consumer Discretionary 6.79%
4 Healthcare 5.77%
5 Financials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
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