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
401
$284K 0.01%
74,662
+86
402
$284K 0.01%
3,639
+27
403
$280K 0.01%
+11,354
404
$279K 0.01%
5,700
-1,750
405
$277K 0.01%
4,631
406
$276K 0.01%
6,501
-87
407
$275K 0.01%
20,500
+2,000
408
$273K 0.01%
2,979
-1,297
409
$273K 0.01%
4,183
-27,837
410
$272K 0.01%
2,350
-20
411
$272K 0.01%
25,237
+1,867
412
$271K 0.01%
+2,103
413
$270K 0.01%
+24,214
414
$270K 0.01%
+3,289
415
$269K 0.01%
2,108
-16
416
$266K 0.01%
6,344
-86
417
$262K 0.01%
26,135
+5,828
418
$261K 0.01%
+3,544
419
$259K 0.01%
13,252
-1,437
420
$258K 0.01%
+786
421
$258K 0.01%
+3,264
422
$257K 0.01%
4,699
-142
423
$257K 0.01%
4,585
-56
424
$256K 0.01%
3,632
+186
425
$254K 0.01%
4,381
-118
15 16
17
18 19