SW
SteelPeak Wealth Portfolio holdings
AUM
$3.04B
1-Year Est. Return
25%
1 Year Est. Return
+25%
AUM
$2.98B
AUM Growth
+$412M
(+16%)
Holding
609
Top Buys
| 1 | +$30.5M | |
| 2 | +$25.4M | |
| 3 | +$23.9M | |
| 4 |
Apple
AAPL
|
+$17.6M |
| 5 |
Micron Technology
MU
|
+$16.4M |
Top Sells
| 1 | +$16.1M | |
| 2 | +$15.3M | |
| 3 | +$14.9M | |
| 4 |
PepsiCo
PEP
|
+$14.3M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$12.4M |
Sector Composition
| 1 | Technology | 29.65% |
| 2 | Communication Services | 8.96% |
| 3 | Consumer Discretionary | 7.5% |
| 4 | Financials | 5.63% |
| 5 | Healthcare | 4.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Avista
AVA
$3.25B
| – | – |
-5,845
|
|
||
602
Arm
ARM
$114B
| – | – |
-1,348
|
|
||
603
argenx
ARGX
$49.7B
| – | – |
-712
|
|
||
604
American Tower
AMT
$83.3B
| – | – |
-1,063
|
|
||
605
American Electric Power
AEP
$63.8B
| – | – |
-74,422
|
|
||
606
Accenture
ACN
$170B
| – | – |
-750
|
|
||
607
VeriSign
VRSN
$22.9B
| – | – |
-1,257
|
|
||
608
Mercado Libre
MELI
$104B
| – | – |
-223
|
|