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
$2.26B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$23.8M
3
+$14.3M
4
VTV icon
Vanguard Value ETF
VTV
+$12.9M
5
AAPL icon
Apple
AAPL
+$11.6M

Top Sells

1
+$22.4M
2
+$20.5M
3
+$13.2M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$12.7M
5
META icon
Meta Platforms (Facebook)
META
+$11M

Sector Composition

1 Technology 29.15%
2 Communication Services 8.98%
3 Consumer Discretionary 7.63%
4 Healthcare 6.64%
5 Financials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.8K ﹤0.01%
+104
452
$8.34K ﹤0.01%
11,000
453
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-8,910
454
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455
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-13,051
456
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-7,931
457
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-10,939
459
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-99,683
460
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-36,907
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-14,836
463
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-402
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466
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467
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472
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475
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-7,180
17 18
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