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
126
$3M 0.12%
49,157
-113,402
127
$2.94M 0.12%
27,850
+904
128
$2.93M 0.12%
59,121
-741
129
$2.91M 0.12%
21,562
+19,705
130
$2.89M 0.12%
5,624
-12,208
131
$2.88M 0.12%
+23,152
132
$2.83M 0.12%
28,822
+10,094
133
$2.77M 0.11%
5,051
-122
134
$2.7M 0.11%
27,394
135
$2.69M 0.11%
112,689
+25,886
136
$2.66M 0.11%
115,568
-2,048
137
$2.66M 0.11%
59,007
+20,244
138
$2.66M 0.11%
58,388
+8,883
139
$2.64M 0.11%
21,267
+11,039
140
$2.61M 0.11%
31,270
+3,831
141
$2.61M 0.11%
+12,577
142
$2.61M 0.11%
+51,678
143
$2.6M 0.11%
54,694
-1,835
144
$2.59M 0.11%
89,405
+3,500
145
$2.58M 0.11%
+35,698
146
$2.54M 0.11%
+33,863
147
$2.53M 0.1%
32,625
+5,965
148
$2.49M 0.1%
59,691
+3,501
149
$2.49M 0.1%
+14,689
150
$2.48M 0.1%
+17,992
4 5
6
7 8