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
$2.41B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$53.1M
3
+$37.7M
4
ADP icon
Automatic Data Processing
ADP
+$14.3M
5
RIO icon
Rio Tinto
RIO
+$11.8M

Top Sells

1
+$29.1M
2
+$16.8M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$13.4M
5
AMAT icon
Applied Materials
AMAT
+$12.5M

Sector Composition

1 Technology 27.14%
2 Communication Services 9.04%
3 Consumer Discretionary 7.64%
4 Healthcare 4.78%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$380K 0.02%
+5,244
352
$375K 0.02%
5,070
-70
353
$374K 0.02%
7,450
+100
354
$374K 0.02%
8,430
-75,429
355
$369K 0.02%
5,883
-15
356
$368K 0.01%
+2,257
357
$368K 0.01%
4,485
+884
358
$361K 0.01%
12,945
+405
359
$360K 0.01%
16,750
+600
360
$357K 0.01%
+337
361
$351K 0.01%
2,370
+52
362
$349K 0.01%
27,473
+220
363
$349K 0.01%
+1,453
364
$348K 0.01%
14,866
+39
365
$348K 0.01%
1,319
+203
366
$346K 0.01%
17,831
-1,900
367
$339K 0.01%
2,797
-211
368
$339K 0.01%
21,543
-45,567
369
$337K 0.01%
7,990
370
$337K 0.01%
7,242
-1,970
371
$336K 0.01%
18,399
-6,644
372
$332K 0.01%
6,522
+140
373
$329K 0.01%
+3,487
374
$328K 0.01%
2,380
-18,106
375
$328K 0.01%
1,962
-1,068
13 14
15
16 17