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
$169M
AUM Growth
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$325K
3
+$292K
4
VV icon
Vanguard Large-Cap ETF
VV
+$245K
5
COST icon
Costco
COST
+$232K

Top Sells

1
+$458K
2
+$265K
3
+$253K
4
INGR icon
Ingredion
INGR
+$217K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$211K

Sector Composition

1 Financials 20.91%
2 Technology 13.61%
3 Consumer Discretionary 8.22%
4 Communication Services 6.53%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.14%
31,711
+1,375
27
$1.93M 1.14%
82,200
+3,527
28
$1.89M 1.11%
48,654
-3,475
29
$1.83M 1.08%
50,108
+990
30
$1.82M 1.07%
107,735
+1,440
31
$1.66M 0.98%
49,656
32
$1.65M 0.98%
14,144
+233
33
$1.6M 0.95%
15,348
+1,738
34
$1.58M 0.94%
41,705
+2,231
35
$1.56M 0.92%
16,595
-147
36
$1.54M 0.91%
27,550
+1,149
37
$1.51M 0.89%
2,199
-10
38
$1.51M 0.89%
3,906
-198
39
$1.5M 0.89%
13,080
-515
40
$1.49M 0.88%
21,948
+4,788
41
$1.49M 0.88%
70,303
-1,421
42
$1.44M 0.85%
69,181
+615
43
$1.44M 0.85%
10,602
+403
44
$1.41M 0.83%
47,845
+1,495
45
$1.38M 0.82%
49,078
-1,475
46
$1.38M 0.82%
3,868
+7
47
$1.38M 0.81%
17,185
-360
48
$1.31M 0.78%
50,945
+315
49
$1.31M 0.77%
15,391
+249
50
$1.28M 0.75%
61,690
-300
1
2
3 4 5