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
$188M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$450K
3
+$449K
4
BTI icon
British American Tobacco
BTI
+$404K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$360K

Top Sells

1
+$1.76M
2
+$376K
3
+$350K
4
GE icon
GE Aerospace
GE
+$342K
5
KO icon
Coca-Cola
KO
+$299K

Sector Composition

1 Financials 19.75%
2 Technology 16.24%
3 Consumer Discretionary 7.96%
4 Communication Services 6.37%
5 Industrials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.17%
42,061
+967
27
$2.19M 1.16%
21,014
-3,609
28
$2.15M 1.14%
55,740
+2,523
29
$2.04M 1.08%
111,574
+2,586
30
$1.95M 1.04%
9,770
+583
31
$1.92M 1.02%
9,067
32
$1.85M 0.98%
8,718
+483
33
$1.81M 0.96%
25,944
-5,027
34
$1.8M 0.95%
2,186
-13
35
$1.79M 0.95%
13,830
+63
36
$1.74M 0.92%
7,696
+598
37
$1.73M 0.92%
14,702
+376
38
$1.73M 0.92%
17,313
+666
39
$1.65M 0.88%
50,594
-2,755
40
$1.61M 0.86%
3,938
41
$1.59M 0.84%
82,348
+3,948
42
$1.56M 0.83%
3,133
+601
43
$1.53M 0.81%
3,296
+239
44
$1.51M 0.8%
55,161
+3,763
45
$1.47M 0.78%
17,171
46
$1.45M 0.77%
37,290
+146
47
$1.44M 0.77%
23,276
-4,827
48
$1.42M 0.76%
12,980
-30
49
$1.38M 0.73%
34,852
-7,318
50
$1.37M 0.73%
3,549
+286
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