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
401
-3,375
402
-43,985
403
-5,550
404
-8,844
405
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406
-11,700
407
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408
-36,506
409
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410
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411
-34,363
412
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413
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414
-5,010
415
-13,145
416
-45,589
417
-1,245
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419
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420
-1,820
421
-7,921
422
-1,270
423
-49,462
424
-19,324
425
-18,758