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
$2.41B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$53.1M
3
+$37.7M
4
ADP icon
Automatic Data Processing
ADP
+$14.3M
5
RIO icon
Rio Tinto
RIO
+$11.8M

Top Sells

1
+$29.1M
2
+$16.8M
3
+$13.8M
4
TSLA icon
Tesla
TSLA
+$13.4M
5
AMAT icon
Applied Materials
AMAT
+$12.5M

Sector Composition

1 Technology 27.14%
2 Communication Services 9.04%
3 Consumer Discretionary 7.64%
4 Healthcare 4.78%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.82M 0.07%
21,012
-9,502
177
$1.79M 0.07%
8,864
-264
178
$1.77M 0.07%
38,763
-21,265
179
$1.75M 0.07%
25,000
180
$1.71M 0.07%
18,728
-7,340
181
$1.69M 0.07%
16,763
+1,024
182
$1.68M 0.07%
+20,876
183
$1.64M 0.07%
5,807
-705
184
$1.63M 0.07%
15,801
-18,791
185
$1.62M 0.07%
7,867
-3,918
186
$1.59M 0.06%
35,950
+280
187
$1.58M 0.06%
22,604
-391
188
$1.58M 0.06%
14,121
+149
189
$1.58M 0.06%
24,499
-3,563
190
$1.58M 0.06%
9,153
+1,446
191
$1.57M 0.06%
2,756
-909
192
$1.54M 0.06%
14,442
+2,610
193
$1.54M 0.06%
13,943
+1,452
194
$1.52M 0.06%
2,154
+24
195
$1.51M 0.06%
40,810
+29,862
196
$1.51M 0.06%
55,225
+1,614
197
$1.5M 0.06%
15,149
+10,332
198
$1.49M 0.06%
10,663
-5,853
199
$1.48M 0.06%
24,474
+2,580
200
$1.44M 0.06%
2,844
+221
6 7
8
9 10