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
$1.95B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$23.9M
3
+$21.5M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$20.2M
5
MSFT icon
Microsoft
MSFT
+$17M

Top Sells

1
+$24M
2
+$12M
3
+$11.6M
4
VLO icon
Valero Energy
VLO
+$10.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.2M

Sector Composition

1 Technology 30.9%
2 Communication Services 8.53%
3 Consumer Discretionary 8.22%
4 Healthcare 6.33%
5 Financials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
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