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
$1.66B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$73.5M
2 +$30.1M
3 +$19.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12M

Sector Composition

1 Technology 29.61%
2 Consumer Discretionary 9.23%
3 Communication Services 8.66%
4 Healthcare 4.94%
5 Financials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$269K 0.02%
4,841
+736
327
$269K 0.02%
5,337
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331
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332
$263K 0.01%
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334
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335
$261K 0.01%
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336
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337
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340
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341
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345
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346
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347
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348
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$236K 0.01%
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