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
426
$245K 0.01%
3,228
-100
427
$241K 0.01%
4,499
-26
428
$239K 0.01%
1,065
-7,529
429
$238K 0.01%
+8,582
430
$237K 0.01%
6,021
-4,162
431
$236K 0.01%
5,974
-111
432
$236K 0.01%
556
+2
433
$236K 0.01%
6,430
-93
434
$232K 0.01%
+6,743
435
$228K 0.01%
3,972
+20
436
$224K 0.01%
+1,114
437
$224K 0.01%
+4,500
438
$222K 0.01%
+7,282
439
$221K 0.01%
+9,852
440
$219K 0.01%
+110
441
$217K 0.01%
4,098
-42
442
$216K 0.01%
1,836
-1,059
443
$216K 0.01%
+928
444
$214K 0.01%
1,778
445
$214K 0.01%
3,652
-9,065
446
$213K 0.01%
2,347
447
$213K 0.01%
+1,000
448
$210K 0.01%
+2,602
449
$209K 0.01%
3,500
-441
450
$207K 0.01%
+1,190
16 17
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