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
$1.32B
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$11M
3 +$9.95M
4
HD icon
Home Depot
HD
+$8.46M
5
GILD icon
Gilead Sciences
GILD
+$8.35M

Top Sells

1 +$22.1M
2 +$9.95M
3 +$7.64M
4
NFLX icon
Netflix
NFLX
+$6.86M
5
CAT icon
Caterpillar
CAT
+$6.29M

Sector Composition

1 Technology 27.83%
2 Consumer Discretionary 10.43%
3 Communication Services 8.23%
4 Healthcare 7.41%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$919K 0.07%
8,326
177
$911K 0.07%
5,824
+3,971
178
$905K 0.07%
10,852
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179
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180
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181
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182
$835K 0.06%
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183
$809K 0.06%
9,490
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184
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9,601
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12,288
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186
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20,050
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187
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188
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189
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10,174
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190
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4,868
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194
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198
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16,289
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199
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200
$686K 0.05%
+8,755