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
301
$418K 0.02%
7,538
+1
302
$401K 0.02%
+7,294
303
$400K 0.02%
10,624
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304
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+7,438
305
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5,081
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306
$392K 0.02%
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307
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308
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309
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312
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313
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314
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315
$367K 0.02%
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316
$366K 0.02%
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$348K 0.02%
17,893
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$343K 0.02%
5,873
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324
$340K 0.02%
+1,743
325
$330K 0.02%
+1,829