SWM

Sculati Wealth Management Portfolio holdings

AUM $266M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.27M
3
+$777K
4
LMT icon
Lockheed Martin
LMT
+$625K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$582K

Top Sells

1
+$447K
2
+$363K
3
+$324K
4
VOD icon
Vodafone
VOD
+$301K
5
PSEC icon
Prospect Capital
PSEC
+$291K

Sector Composition

1 Technology 17.59%
2 Financials 17.58%
3 Consumer Discretionary 10.59%
4 Communication Services 9.05%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.43%
12,548
-127
27
$1.67M 1.4%
34,464
+147
28
$1.43M 1.2%
62,421
+1,705
29
$1.41M 1.19%
80,160
+2,762
30
$1.41M 1.19%
45,474
+4,014
31
$1.41M 1.19%
16,127
+1,582
32
$1.39M 1.17%
7,021
+139
33
$1.31M 1.1%
38,762
+15,057
34
$1.3M 1.1%
17,157
+1,343
35
$1.29M 1.09%
32,115
+1,135
36
$1.2M 1.01%
12,724
-31
37
$1.18M 1%
81,740
+2,645
38
$1.08M 0.91%
3,512
39
$1.02M 0.86%
5,589
-16
40
$946K 0.8%
2,592
+1,712
41
$943K 0.8%
36,146
+2,400
42
$889K 0.75%
12,048
+187
43
$777K 0.66%
+22,943
44
$744K 0.63%
8,340
+1,464
45
$733K 0.62%
24,666
+4,240
46
$733K 0.62%
65,799
+9
47
$730K 0.62%
16,480
+419
48
$718K 0.61%
8,893
49
$674K 0.57%
19,786
-40
50
$664K 0.56%
7,000
1
2
3 4