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
401
$284K 0.01%
5,495
+1,182
402
$281K 0.01%
6,588
+1,679
403
$280K 0.01%
+967
404
$279K 0.01%
7,494
-6,487
405
$277K 0.01%
1,430
-562
406
$275K 0.01%
4,841
+1,125
407
$274K 0.01%
5,140
-450
408
$272K 0.01%
1,954
-17
409
$272K 0.01%
1,066
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410
$268K 0.01%
1,857
-2,151
411
$266K 0.01%
9,744
-71,109
412
$265K 0.01%
3,431
-88
413
$265K 0.01%
5,850
-1,230
414
$264K 0.01%
+3,851
415
$259K 0.01%
3,502
-164
416
$258K 0.01%
+3,471
417
$256K 0.01%
3,446
-7,699
418
$255K 0.01%
3,612
-197
419
$255K 0.01%
4,641
-7
420
$254K 0.01%
+2,248
421
$248K 0.01%
+23,370
422
$248K 0.01%
1,006
423
$248K 0.01%
18,500
+4,000
424
$247K 0.01%
18,560
+5,886
425
$247K 0.01%
7,594
-227
15 16
17
18 19