SW
SteelPeak Wealth Portfolio holdings
AUM
$2.56B
1-Year Return
19.91%
This Quarter Return
+13.21%
1 Year Return
+19.91%
3 Year Return
+87.7%
5 Year Return
+136.31%
10 Year Return
–
AUM
$1.71B
AUM Growth
+$125M
(+7.9%)
Cap. Flow
-$72.2M
Cap. Flow
% of AUM
-4.23%
Top 10 Holdings %
Top 10 Hldgs %
32.68%
Holding
446
New
56
Increased
114
Reduced
185
Closed
57
Top Buys
| 1 |
Amgen
AMGN
|
+$18.9M |
| 2 |
IBM
IBM
|
+$12.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$12.4M |
| 4 |
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
|
+$11.4M |
| 5 |
Cisco
CSCO
|
+$10.6M |
Top Sells
| 1 |
Apple
AAPL
|
+$27.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$21.9M |
| 3 |
Microsoft
MSFT
|
+$15.8M |
| 4 |
Simon Property Group
SPG
|
+$13.8M |
| 5 |
Digital Realty Trust
DLR
|
+$12.6M |
Sector Composition
| 1 | Technology | 27.36% |
| 2 | Communication Services | 9.26% |
| 3 | Consumer Discretionary | 7.33% |
| 4 | Financials | 6.5% |
| 5 | Healthcare | 6.38% |
