SW
SteelPeak Wealth Portfolio holdings
AUM
$2.56B
This Quarter Return
+10.22%
1 Year Return
+19.91%
3 Year Return
+87.7%
5 Year Return
+136.31%
10 Year Return
–
AUM
$1.66B
AUM Growth
+$1.66B
(+13%)
Cap. Flow
+$85.9M
Cap. Flow
% of AUM
5.18%
Top 10 Holdings %
Top 10 Hldgs %
38.18%
Holding
447
New
50
Increased
143
Reduced
160
Closed
60
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$73.5M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$30.1M |
| 3 |
Tesla
TSLA
|
$19.5M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$13.3M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$12M |
Top Sells
| 1 |
STMP
Stamps.com, Inc.
STMP
|
$100M |
| 2 |
Qualcomm
QCOM
|
$14.6M |
| 3 |
Amgen
AMGN
|
$8.4M |
| 4 |
Lam Research
LRCX
|
$7.9M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$7.5M |
Sector Composition
| 1 | Technology | 29.61% |
| 2 | Consumer Discretionary | 9.23% |
| 3 | Communication Services | 8.66% |
| 4 | Healthcare | 4.94% |
| 5 | Financials | 4.09% |
