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
376
$343K 0.01%
14,137
-729
377
$337K 0.01%
32,706
+5,233
378
$328K 0.01%
3,445
-6,026
379
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4,460
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380
$325K 0.01%
12,349
+779
381
$324K 0.01%
+3,501
382
$324K 0.01%
+37,068
383
$319K 0.01%
+5,348
384
$318K 0.01%
2,730
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385
$317K 0.01%
849
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386
$314K 0.01%
12,547
-398
387
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12,684
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5,070
-390
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$302K 0.01%
8,861
+2,840
390
$300K 0.01%
14,831
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391
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392
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25,677
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393
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4,393
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6,279
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395
$293K 0.01%
1,408
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396
$290K 0.01%
2,500
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397
$290K 0.01%
3,456
-56,898
398
$288K 0.01%
1,531
-144
399
$288K 0.01%
7,328
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400
$286K 0.01%
3,770
+339
14 15
16
17 18