SW
SteelPeak Wealth Portfolio holdings
AUM
$2.56B
1-Year Return
19.91%
This Quarter Return
-5.14%
1 Year Return
+19.91%
3 Year Return
+87.7%
5 Year Return
+136.31%
10 Year Return
–
AUM
$1.32B
AUM Growth
-$65.4M
(-4.7%)
Cap. Flow
+$7.65M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
33.21%
Holding
434
New
47
Increased
149
Reduced
147
Closed
50
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$12.2M |
| 2 |
Starbucks
SBUX
|
$11M |
| 3 |
Herbalife
HLF
|
$9.95M |
| 4 |
Home Depot
HD
|
$8.46M |
| 5 |
Gilead Sciences
GILD
|
$8.35M |
Top Sells
| 1 |
Apple
AAPL
|
$22.1M |
| 2 |
Amazon
AMZN
|
$9.95M |
| 3 |
Travelers Companies
TRV
|
$7.64M |
| 4 |
Netflix
NFLX
|
$6.86M |
| 5 |
Caterpillar
CAT
|
$6.29M |
Sector Composition
| 1 | Technology | 27.83% |
| 2 | Consumer Discretionary | 10.43% |
| 3 | Communication Services | 8.23% |
| 4 | Healthcare | 7.41% |
| 5 | Consumer Staples | 5.17% |
