SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
-$2.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$336K
3
+$324K
4
MMM icon
3M
MMM
+$315K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$282K

Top Sells

1
+$309K
2
+$296K
3
+$236K
4
BF.B icon
Brown-Forman Class B
BF.B
+$215K
5
GM icon
General Motors
GM
+$212K

Sector Composition

1 Financials 20.43%
2 Technology 14.34%
3 Consumer Discretionary 8.54%
4 Communication Services 7.06%
5 Healthcare 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.1%
16,367
+181
27
$2.24M 1.09%
24,623
-1,417
28
$2.24M 1.09%
10,066
+102
29
$2.21M 1.08%
18,476
+228
30
$2.15M 1.05%
102,805
+4,570
31
$2.04M 1%
70,317
+9,749
32
$2.04M 0.99%
36,721
-5,340
33
$1.97M 0.96%
38,706
+2,071
34
$1.93M 0.94%
14,507
+365
35
$1.84M 0.9%
48,143
+4,970
36
$1.84M 0.9%
13,510
+451
37
$1.8M 0.88%
13,595
+1
38
$1.79M 0.88%
21,838
+1,567
39
$1.79M 0.87%
13,736
+280
40
$1.78M 0.87%
4,030
+186
41
$1.74M 0.85%
3,854
42
$1.72M 0.84%
49,656
+3,395
43
$1.62M 0.79%
51,419
+3,835
44
$1.61M 0.79%
2,308
+110
45
$1.57M 0.77%
25,369
+1,068
46
$1.56M 0.76%
62,714
-2,454
47
$1.55M 0.76%
49,450
+4,645
48
$1.5M 0.73%
84,017
+8,233
49
$1.45M 0.71%
68,357
+2,102
50
$1.39M 0.68%
61,990
+300
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