We are live on ! Find out more
SW

SteelPeak Wealth Portfolio holdings

AUM $3.19B
1-Year Est. Return 27.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$18.6M
3
+$14.2M
4
INTC icon
Intel
INTC
+$14.2M
5
AAPL icon
Apple
AAPL
+$11.5M

Top Sells

1
+$64.9M
2
+$25.8M
3
+$9.36M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.03M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$6.99M

Sector Composition

1 Technology 33.01%
2 Consumer Discretionary 10.07%
3 Communication Services 7.76%
4 Healthcare 6.12%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-15,846
452
– –
-4,104
453
– –
-2,803
454
– –
-11,677
455
– –
-6,682
456
– –
-3,548
457
– –
-1,849
458
– –
-5,581
459
– –
-566
460
– –
-9,177
461
– –
-3,813
462
– –
-26,952
463
– –
-1,748
15 16 17 18
19