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
276
$501K 0.03%
12,884
+5,653
277
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+14,916
278
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-99
279
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280
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281
$491K 0.03%
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282
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283
$488K 0.03%
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284
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3,003
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285
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286
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287
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288
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289
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290
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291
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292
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293
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294
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295
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296
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6,234
-3,586
297
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20,000
298
$441K 0.03%
+7,697
299
$432K 0.02%
+11,145
300
$421K 0.02%
10,050
10 11
12
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