SW
SteelPeak Wealth Portfolio holdings
AUM
$2.56B
1-Year Return
19.91%
This Quarter Return
+4.12%
1 Year Return
+19.91%
3 Year Return
+87.7%
5 Year Return
+136.31%
10 Year Return
–
AUM
$1.47B
AUM Growth
+$87.1M
(+6.3%)
Cap. Flow
+$63.6M
Cap. Flow
% of AUM
4.34%
Top 10 Holdings %
Top 10 Hldgs %
35.01%
Holding
450
New
47
Increased
173
Reduced
135
Closed
53
Top Buys
| 1 |
Apple
AAPL
|
$32.3M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$14.3M |
| 3 |
Lam Research
LRCX
|
$8.91M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$7.98M |
| 5 |
Snap
SNAP
|
$7.97M |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$9.29M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$8.67M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.48M |
| 4 |
Texas Instruments
TXN
|
$7.03M |
| 5 |
Tesla
TSLA
|
$6.19M |
Sector Composition
| 1 | Technology | 28.97% |
| 2 | Communication Services | 9.93% |
| 3 | Consumer Discretionary | 7.69% |
| 4 | Healthcare | 5.64% |
| 5 | Financials | 5.03% |
