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
$1.67B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$13.1M
3
+$12.2M
4
AMD icon
Advanced Micro Devices
AMD
+$12M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$11.9M

Top Sells

1
+$14.9M
2
+$10.6M
3
+$9.76M
4
TRV icon
Travelers Companies
TRV
+$9.08M
5
HON icon
Honeywell
HON
+$8.62M

Sector Composition

1 Technology 30.62%
2 Consumer Discretionary 9.45%
3 Communication Services 8.51%
4 Healthcare 4.99%
5 Financials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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403
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404
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405
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406
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407
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-8,238
408
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-8,386
409
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-30,755
410
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0
411
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412
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414
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415
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416
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417
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418
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420
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-6,623
423
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-11,042
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-39,672
425
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-6,477
15 16
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18 19