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
$196M
AUM Growth
-$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$389K
3
+$367K
4
BTI icon
British American Tobacco
BTI
+$227K
5
DAL icon
Delta Air Lines
DAL
+$227K

Top Sells

1
+$581K
2
+$274K
3
+$230K
4
UNM icon
Unum
UNM
+$225K
5
ES icon
Eversource Energy
ES
+$224K

Sector Composition

1 Financials 19.89%
2 Technology 16.78%
3 Consumer Discretionary 8.38%
4 Communication Services 6.44%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.26%
58,442
+2,453
27
$2.35M 1.2%
42,806
+620
28
$2.19M 1.12%
112,364
+2,537
29
$2.07M 1.06%
62,361
+2,325
30
$2.06M 1.05%
10,176
+482
31
$1.99M 1.02%
3,520
+395
32
$1.95M 0.99%
3,482
+206
33
$1.92M 0.98%
3,760
+239
34
$1.88M 0.96%
56,663
+1,462
35
$1.86M 0.95%
8,095
+121
36
$1.82M 0.93%
14,893
+1,077
37
$1.8M 0.92%
9,396
+298
38
$1.7M 0.87%
5,756
+746
39
$1.68M 0.86%
47,364
-2,210
40
$1.67M 0.86%
3,916
-10
41
$1.67M 0.85%
2,032
-112
42
$1.6M 0.82%
16,252
+1,408
43
$1.57M 0.8%
16,786
44
$1.57M 0.8%
199,953
+17,740
45
$1.5M 0.76%
11,426
+1,164
46
$1.49M 0.76%
18,402
+1,209
47
$1.46M 0.75%
13,725
-540
48
$1.43M 0.73%
29,530
+1,855
49
$1.36M 0.69%
13,666
+430
50
$1.35M 0.69%
14,799
-2,525
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