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
376
$325K 0.01%
74,576
-29
377
$323K 0.01%
6,394
+260
378
$322K 0.01%
+5,814
379
$321K 0.01%
2,124
+7
380
$321K 0.01%
+16,355
381
$319K 0.01%
5,460
+818
382
$317K 0.01%
+4,412
383
$312K 0.01%
4,050
+500
384
$310K 0.01%
1,675
+245
385
$308K 0.01%
6,481
-1,000
386
$308K 0.01%
12,494
-916
387
$305K 0.01%
+11,707
388
$303K 0.01%
+14,689
389
$301K 0.01%
+11,570
390
$301K 0.01%
4,631
391
$299K 0.01%
1,428
-72
392
$299K 0.01%
5,166
-1,665
393
$299K 0.01%
+2,605
394
$298K 0.01%
2,609
-1,395
395
$296K 0.01%
11,078
-57,274
396
$291K 0.01%
805
+9
397
$290K 0.01%
+8,373
398
$289K 0.01%
9,200
-1,800
399
$289K 0.01%
20,870
-1,000
400
$284K 0.01%
3,725
+300
14 15
16
17 18