SW
SteelPeak Wealth Portfolio holdings
AUM
$2.56B
1-Year Return
19.91%
This Quarter Return
+5.48%
1 Year Return
+19.91%
3 Year Return
+87.7%
5 Year Return
+136.31%
10 Year Return
–
AUM
$2.11B
AUM Growth
+$161M
(+8.3%)
Cap. Flow
+$76M
Cap. Flow
% of AUM
3.6%
Top 10 Holdings %
Top 10 Hldgs %
34.04%
Holding
502
New
83
Increased
179
Reduced
164
Closed
54
Top Buys
| 1 |
NVIDIA
NVDA
|
+$25.5M |
| 2 |
Linde
LIN
|
+$15.9M |
| 3 |
Micron Technology
MU
|
+$14.9M |
| 4 |
Comcast
CMCSA
|
+$13.7M |
| 5 |
iShares Expanded Tech Sector ETF
IGM
|
+$13.4M |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
+$27.1M |
| 2 |
Apple
AAPL
|
+$13.9M |
| 3 |
Amgen
AMGN
|
+$12.9M |
| 4 |
Amazon
AMZN
|
+$10.8M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$9.81M |
Sector Composition
| 1 | Technology | 32.43% |
| 2 | Communication Services | 10.57% |
| 3 | Consumer Discretionary | 6.84% |
| 4 | Financials | 5.13% |
| 5 | Healthcare | 4.62% |
