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%
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430
$237K 0.01%
6,021
-4,162
431
$236K 0.01%
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432
$236K 0.01%
556
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6,430
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434
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435
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436
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+1,114
437
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438
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439
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440
$219K 0.01%
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441
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442
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444
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445
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446
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447
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448
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449
$209K 0.01%
3,500
-441
450
$207K 0.01%
+1,190