SW
SteelPeak Wealth Portfolio holdings
AUM
$2.56B
1-Year Return
19.91%
This Quarter Return
+7.6%
1 Year Return
+19.91%
3 Year Return
+87.7%
5 Year Return
+136.31%
10 Year Return
–
AUM
$1.38B
AUM Growth
+$155M
(+13%)
Cap. Flow
+$68.8M
Cap. Flow
% of AUM
4.98%
Top 10 Holdings %
Top 10 Hldgs %
31.2%
Holding
442
New
85
Increased
166
Reduced
117
Closed
39
Top Buys
| 1 |
Intel
INTC
|
+$11.7M |
| 2 |
Home Depot
HD
|
+$7.62M |
| 3 |
iShares Global Financials ETF
IXG
|
+$7.56M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$7.26M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$6.84M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$20M |
| 2 |
PayPal
PYPL
|
+$7.8M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$6.74M |
| 4 |
Johnson & Johnson
JNJ
|
+$5.32M |
| 5 |
Amazon
AMZN
|
+$4.41M |
Sector Composition
| 1 | Technology | 27.72% |
| 2 | Consumer Discretionary | 9.82% |
| 3 | Communication Services | 9.39% |
| 4 | Financials | 5.3% |
| 5 | Healthcare | 4.32% |
