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
$1.39B
AUM Growth
-$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$10.3M
3 +$9.27M
4
GS icon
Goldman Sachs
GS
+$9.23M
5
MDLZ icon
Mondelez International
MDLZ
+$8.79M

Top Sells

1 +$14.3M
2 +$12.7M
3 +$8.52M
4
PG icon
Procter & Gamble
PG
+$7.65M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.58M

Sector Composition

1 Technology 30.07%
2 Consumer Discretionary 9.37%
3 Communication Services 8.3%
4 Healthcare 7.34%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$123K 0.01%
11,750
377
$119K 0.01%
10,433
378
$94K 0.01%
25,200
379
$72K 0.01%
18,371
+15
380
$54K ﹤0.01%
+10,340
381
$36K ﹤0.01%
24,482
-19,070
382
$31K ﹤0.01%
+10,500
383
$24K ﹤0.01%
10,000
-500
384
$20K ﹤0.01%
3,014
385
$11K ﹤0.01%
+10,950
386
$4K ﹤0.01%
+1,100
387
$2K ﹤0.01%
714
388
-4,434
389
-1,049
390
-16,000
391
-6,258
392
-8,169
393
-4,763
394
-4,250
395
-2,754
396
-3,677
397
-60,121
398
-630
399
-4,186
400
-6,095