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
$1.66B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$73.5M
2 +$30.1M
3 +$19.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12M

Sector Composition

1 Technology 29.61%
2 Consumer Discretionary 9.23%
3 Communication Services 8.66%
4 Healthcare 4.94%
5 Financials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.24M 0.07%
61,144
-1,017
152
$1.24M 0.07%
67,866
+18,448
153
$1.23M 0.07%
5,429
+3,316
154
$1.22M 0.07%
13,321
+5
155
$1.21M 0.07%
64,954
-24,456
156
$1.19M 0.07%
20,412
+6,176
157
$1.17M 0.07%
5,777
-119
158
$1.16M 0.07%
7,156
+950
159
$1.15M 0.06%
16,710
+285
160
$1.14M 0.06%
9,509
-6,753
161
$1.13M 0.06%
6,139
+984
162
$1.11M 0.06%
24,722
-3,125
163
$1.1M 0.06%
7,093
+1,460
164
$1.08M 0.06%
16,348
+2,097
165
$1.06M 0.06%
9,696
+779
166
$1.02M 0.06%
21,595
-82
167
$1.02M 0.06%
1,522
-3
168
$1.01M 0.06%
48,605
+37,835
169
$1M 0.06%
2,824
-2,326
170
$986K 0.06%
3,914
-76
171
$986K 0.06%
3,070
+420
172
$975K 0.06%
29,746
+17,977
173
$973K 0.06%
13,530
-8,950
174
$969K 0.05%
7,116
+3,419
175
$934K 0.05%
8,217
-5,432