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
$1.32B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$11M
3 +$9.95M
4
HD icon
Home Depot
HD
+$8.46M
5
GILD icon
Gilead Sciences
GILD
+$8.35M

Top Sells

1 +$22.1M
2 +$9.95M
3 +$7.64M
4
NFLX icon
Netflix
NFLX
+$6.86M
5
CAT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$285K 0.02%
1,066
-243
327
$281K 0.02%
4,132
-4,342
328
$279K 0.02%
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329
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330
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3,109
331
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332
$270K 0.02%
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333
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-366
334
$262K 0.02%
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335
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336
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7,262
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337
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338
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339
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340
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341
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342
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343
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344
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345
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346
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4,903
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347
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348
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349
$236K 0.02%
5,050
350
$235K 0.02%
16,844