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
$1.64B
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1 +$22M
2 +$18.8M
3 +$14.9M
4
INTC icon
Intel
INTC
+$14.2M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1 +$66.3M
2 +$25.7M
3 +$9.49M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.95M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7M

Sector Composition

1 Technology 33.01%
2 Consumer Discretionary 10.07%
3 Communication Services 7.76%
4 Healthcare 6.12%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$259K 0.01%
+1,500
352
$256K 0.01%
3,653
-2,361
353
$248K 0.01%
16,168
-200
354
$247K 0.01%
+3,558
355
$247K 0.01%
3,100
+50
356
$244K 0.01%
+4,186
357
$243K 0.01%
5,010
-740
358
$241K 0.01%
4,434
+196
359
$239K 0.01%
4,302
+246
360
$233K 0.01%
+2,490
361
$231K 0.01%
3,375
-10,155
362
$230K 0.01%
707
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363
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+6,661
364
$229K 0.01%
680
-100
365
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+3,000
366
$229K 0.01%
1,415
367
$227K 0.01%
7,921
-9,346
368
$226K 0.01%
1,226
+3
369
$224K 0.01%
+1,049
370
$224K 0.01%
16,943
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371
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+3,677
372
$214K 0.01%
+2,544
373
$213K 0.01%
+4,250
374
$212K 0.01%
2,058
+34
375
$211K 0.01%
177