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
$1.58B
AUM Growth
-$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$20M
3
+$14.5M
4
DLR icon
Digital Realty Trust
DLR
+$12.2M
5
F icon
Ford
F
+$12.2M

Top Sells

1
+$18.7M
2
+$18.4M
3
+$15.4M
4
CSCO icon
Cisco
CSCO
+$12.2M
5
GS icon
Goldman Sachs
GS
+$11.9M

Sector Composition

1 Technology 27.01%
2 Communication Services 9.07%
3 Consumer Discretionary 8.77%
4 Financials 6.01%
5 Healthcare 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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15 16
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