SW

SteelPeak Wealth Portfolio holdings

AUM $2.98B
1-Year Est. Return 24.8%
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$27.1M
3
+$20.5M
4
CVX icon
Chevron
CVX
+$15.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$14.5M

Top Sells

1
+$60.6M
2
+$53.1M
3
+$33.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M
5
AAPL icon
Apple
AAPL
+$11.7M

Sector Composition

1 Technology 26.95%
2 Communication Services 9.47%
3 Consumer Discretionary 7.66%
4 Healthcare 5.63%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$427K 0.02%
23,359
+4,960
352
$425K 0.02%
5,283
-542
353
$424K 0.02%
5,786
-97
354
$423K 0.02%
5,597
-1,460
355
$421K 0.02%
5,978
+2,507
356
$419K 0.02%
1,199
-1,890
357
$416K 0.02%
9,529
+1,539
358
$414K 0.02%
28,000
+1,750
359
$409K 0.02%
8,002
+1,480
360
$408K 0.02%
1,619
-299
361
$398K 0.02%
9,651
362
$397K 0.02%
4,010
-75,862
363
$393K 0.02%
213
+103
364
$383K 0.02%
6,193
-1,562
365
$378K 0.02%
+4,758
366
$371K 0.02%
2,252
-5
367
$370K 0.02%
69,961
-3,559
368
$369K 0.02%
7,044
+1,549
369
$365K 0.02%
2,813
+16
370
$365K 0.02%
5,597
+527
371
$359K 0.01%
+1,740
372
$358K 0.01%
3,639
373
$355K 0.01%
+9,750
374
$354K 0.01%
1,135
-1,188
375
$354K 0.01%
3,886
-68,863
13 14
15
16 17