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
$1.32B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$11M
3 +$9.95M
4
HD icon
Home Depot
HD
+$8.46M
5
GILD icon
Gilead Sciences
GILD
+$8.35M

Top Sells

1 +$22.1M
2 +$9.95M
3 +$7.64M
4
NFLX icon
Netflix
NFLX
+$6.86M
5
CAT icon
Caterpillar
CAT
+$6.29M

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 10.43%
3 Communication Services 8.23%
4 Healthcare 7.41%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-6,764
427
-53,901
428
-2,621
429
-1,914
430
-65,294
431
-10,500
432
-21,946
433
-20,855
434
-20,000