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
$2.35B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$28.2M
3
+$20.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17M
5
CVX icon
Chevron
CVX
+$14.7M

Top Sells

1
+$64.1M
2
+$53.1M
3
+$37.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.1M
5
AAPL icon
Apple
AAPL
+$12.2M

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
526
– –
-31,497
527
– –
-16,355
528
– –
-6,210
529
– –
-1,986
530
– –
-10,969
531
– –
-1,114
532
– –
-3,725
533
– –
-1,778
534
– –
-9,744
535
– –
-28,091
536
– –
-384
537
– –
-23,450
538
– –
-10,000
539
– –
-20,870
540
– –
-26,072
541
– –
-6,743
542
– –
-1,065
543
– –
-5,244
544
– –
-40,582
545
– –
-43,731
546
– –
-11,429
547
– –
-6,987
548
– –
-21,543
549
– –
-206,775
550
– –
-16,750
19 20 21
22
23