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
$2.41B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$53.1M
3
+$37.7M
4
ADP icon
Automatic Data Processing
ADP
+$14.3M
5
RIO icon
Rio Tinto
RIO
+$11.8M

Top Sells

1
+$29.1M
2
+$16.8M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$13.4M
5
AMAT icon
Applied Materials
AMAT
+$12.5M

Sector Composition

1 Technology 27.14%
2 Communication Services 9.04%
3 Consumer Discretionary 7.64%
4 Healthcare 4.78%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$891K 0.04%
9,820
-1,020
252
$887K 0.04%
+33,873
253
$880K 0.04%
+9,537
254
$876K 0.04%
16,512
+4,063
255
$873K 0.04%
15,844
-18,482
256
$864K 0.04%
1,453
+809
257
$839K 0.03%
11,536
-668
258
$831K 0.03%
6,602
+323
259
$830K 0.03%
810
+367
260
$827K 0.03%
12,328
-2,299
261
$821K 0.03%
8,880
262
$819K 0.03%
3,480
+1,005
263
$817K 0.03%
2,323
+1,300
264
$809K 0.03%
2,189
+42
265
$799K 0.03%
4,348
+274
266
$785K 0.03%
48,473
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267
$774K 0.03%
6,809
-5,225
268
$767K 0.03%
3,419
-7,596
269
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270
$752K 0.03%
15,732
+5,821
271
$745K 0.03%
9,800
+1
272
$741K 0.03%
+2,289
273
$737K 0.03%
1,243
+391
274
$728K 0.03%
8,564
-461
275
$726K 0.03%
1,564
+7
9 10
11
12 13