SW

SteelPeak Wealth Portfolio holdings

AUM $2.98B
1-Year Est. Return 24.8%
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$27.1M
3
+$20.5M
4
CVX icon
Chevron
CVX
+$15.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$14.5M

Top Sells

1
+$60.6M
2
+$53.1M
3
+$33.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M
5
AAPL icon
Apple
AAPL
+$11.7M

Sector Composition

1 Technology 26.95%
2 Communication Services 9.47%
3 Consumer Discretionary 7.66%
4 Healthcare 5.63%
5 Financials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$253K 0.01%
+2,276
427
$253K 0.01%
591
+35
428
$252K 0.01%
3,700
-350
429
$249K 0.01%
998
-68
430
$249K 0.01%
5,818
-156
431
$248K 0.01%
933
+5
432
$246K 0.01%
8,250
-950
433
$245K 0.01%
+7,326
434
$241K 0.01%
+182
435
$237K 0.01%
1,866
-88
436
$236K 0.01%
1,063
-390
437
$235K 0.01%
1,942
+1,717
438
$233K 0.01%
+8,335
439
$233K 0.01%
+5,900
440
$231K 0.01%
+2,925
441
$230K 0.01%
18,463
-97
442
$229K 0.01%
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443
$228K 0.01%
2,757
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444
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+7,279
445
$226K 0.01%
3,995
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446
$222K 0.01%
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447
$222K 0.01%
+733
448
$220K 0.01%
1,000
-6
449
$217K 0.01%
+4,250
450
$216K 0.01%
2,058
+1,000
16 17
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