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
$1.36B
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1 +$57M
2 +$47.1M
3 +$18.8M
4
NFLX icon
Netflix
NFLX
+$8.59M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.28M

Top Sells

1 +$14.8M
2 +$12.7M
3 +$10.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.1M
5
INTC icon
Intel
INTC
+$9.93M

Sector Composition

1 Technology 24.09%
2 Consumer Discretionary 7.45%
3 Healthcare 6.86%
4 Communication Services 6.08%
5 Financials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-16,575
452
-42,297
453
-29,339
454
-12,288