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
$174M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.03M
3
+$969K
4
KO icon
Coca-Cola
KO
+$923K
5
INGR icon
Ingredion
INGR
+$895K

Top Sells

1
+$1.53M
2
+$840K
3
+$526K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$464K
5
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$436K

Sector Composition

1 Financials 18.34%
2 Technology 14.44%
3 Consumer Discretionary 9.85%
4 Communication Services 8.54%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.19%
45,642
+135
27
$2.01M 1.16%
26,915
-3,963
28
$1.98M 1.14%
43,149
+5,209
29
$1.97M 1.13%
13,066
+70
30
$1.94M 1.12%
12,734
-155
31
$1.88M 1.08%
36,817
+2,825
32
$1.79M 1.03%
+15,779
33
$1.79M 1.03%
17,528
+466
34
$1.78M 1.03%
95,161
+6,680
35
$1.77M 1.02%
48,775
+3,048
36
$1.64M 0.94%
17,593
-380
37
$1.61M 0.93%
70,420
+3,602
38
$1.52M 0.88%
3,842
+320
39
$1.51M 0.87%
40,727
+2,646
40
$1.46M 0.84%
71,086
-4,534
41
$1.43M 0.82%
5,604
-10
42
$1.42M 0.82%
13,519
+3,826
43
$1.33M 0.77%
20,296
+28
44
$1.31M 0.76%
17,852
+5,766
45
$1.21M 0.7%
64,115
-1,550
46
$1.2M 0.69%
3,235
+327
47
$1.14M 0.66%
31,138
+4,805
48
$1.13M 0.65%
36,878
+6,794
49
$1.1M 0.64%
35,922
+9,410
50
$1.03M 0.59%
+37,032
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