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
176
$2.02M 0.08%
15,200
-1,302
177
$1.91M 0.08%
19,003
+2,240
178
$1.88M 0.08%
5,059
+228
179
$1.87M 0.08%
2,771
+15
180
$1.86M 0.08%
36,680
+16,063
181
$1.85M 0.08%
12,692
-3,349
182
$1.81M 0.08%
15,211
-96
183
$1.81M 0.08%
20,584
-29,085
184
$1.8M 0.07%
8,507
-547
185
$1.77M 0.07%
15,100
+12,720
186
$1.73M 0.07%
23,201
+597
187
$1.73M 0.07%
36,656
+10,827
188
$1.71M 0.07%
2,151
+1,814
189
$1.71M 0.07%
10,265
+516
190
$1.7M 0.07%
9,868
-11,050
191
$1.66M 0.07%
17,720
+1,556
192
$1.64M 0.07%
45,863
+7,653
193
$1.63M 0.07%
25,667
+19,256
194
$1.62M 0.07%
+55,795
195
$1.61M 0.07%
22,310
+1,298
196
$1.6M 0.07%
+2
197
$1.56M 0.06%
15,764
+1,643
198
$1.54M 0.06%
14,197
-245
199
$1.54M 0.06%
37,188
+20,784
200
$1.49M 0.06%
10,676
-5,995
6 7
8
9 10