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
451
$215K 0.01%
+9,738
452
$215K 0.01%
+583
453
$215K 0.01%
4,852
-69,892
454
$212K 0.01%
7,577
+1,197
455
$212K 0.01%
+2,968
456
$210K 0.01%
1,000
457
$209K 0.01%
1,146
+4
458
$209K 0.01%
+2,945
459
$207K 0.01%
7,227
-367
460
$206K 0.01%
4,076
-2,318
461
$203K 0.01%
907
+14
462
$203K 0.01%
+1,500
463
$202K 0.01%
2,201
-47
464
$202K 0.01%
+6,508
465
$202K 0.01%
+377
466
$171K 0.01%
+11,300
467
$160K 0.01%
+1,710
468
$125K 0.01%
15,750
-50
469
$109K ﹤0.01%
12,492
470
$101K ﹤0.01%
10,000
471
$84.5K ﹤0.01%
16,283
472
$80.1K ﹤0.01%
10,000
473
$58.1K ﹤0.01%
+18,500
474
$55.7K ﹤0.01%
69,000
475
$39.9K ﹤0.01%
32,943
+13,771
17 18
19
20 21