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
276
$725K 0.03%
16,404
+1,672
277
$721K 0.03%
16,593
-973
278
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+6,573
279
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280
$689K 0.03%
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281
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282
$679K 0.03%
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283
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284
$671K 0.03%
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285
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+31,497
286
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4,405
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287
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288
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17,757
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289
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290
$653K 0.03%
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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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297
$625K 0.03%
13,237
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298
$625K 0.03%
12,511
299
$618K 0.03%
13,641
-5,896
300
$614K 0.02%
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10 11
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