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
351
$236K 0.01%
4,008
-6,363
352
$234K 0.01%
4,238
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353
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354
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356
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1,956
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357
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358
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360
$217K 0.01%
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361
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362
$214K 0.01%
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363
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372
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375
$103K 0.01%
+3,014