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
$189M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$420K
2
+$358K
3
+$251K
4
CRM icon
Salesforce
CRM
+$221K
5
BF.A icon
Brown-Forman Class A
BF.A
+$211K

Top Sells

1
+$1.33M
2
+$225K
3
+$118K
4
BX icon
Blackstone
BX
+$102K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$87.4K

Sector Composition

1 Financials 18.78%
2 Technology 14.71%
3 Consumer Discretionary 10.01%
4 Communication Services 8.42%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.16%
46,791
+3,642
27
$2.17M 1.15%
46,230
+588
28
$2.14M 1.13%
13,066
29
$2.07M 1.1%
17,728
+200
30
$2.06M 1.09%
13,245
+511
31
$2.01M 1.07%
35,936
+273
32
$1.93M 1.02%
49,200
+425
33
$1.89M 1%
37,142
+325
34
$1.87M 0.99%
95,550
+389
35
$1.76M 0.93%
15,973
+194
36
$1.74M 0.92%
41,102
+375
37
$1.67M 0.89%
17,520
-73
38
$1.65M 0.87%
3,842
39
$1.56M 0.83%
71,726
+1,306
40
$1.54M 0.82%
67,310
-3,776
41
$1.47M 0.78%
14,054
+535
42
$1.44M 0.76%
6,004
+400
43
$1.42M 0.75%
38,960
+2,082
44
$1.35M 0.72%
17,412
-440
45
$1.32M 0.7%
40,949
+5,027
46
$1.3M 0.69%
3,438
+203
47
$1.22M 0.65%
43,026
+5,994
48
$1.17M 0.62%
32,162
+1,024
49
$1.16M 0.62%
61,945
-2,170
50
$1.12M 0.59%
30,164
+2,171
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