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
$215M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$497K
3
+$230K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$204K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$201K

Top Sells

1
+$1.57M
2
+$1.18M
3
+$271K
4
KO icon
Coca-Cola
KO
+$225K
5
PFE icon
Pfizer
PFE
+$174K

Sector Composition

1 Financials 19.74%
2 Technology 16.99%
3 Consumer Discretionary 9.24%
4 Communication Services 6.54%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 1.22%
16,624
+186
27
$2.55M 1.19%
16,270
+189
28
$2.55M 1.19%
3,608
+126
29
$2.5M 1.17%
9,597
+201
30
$2.49M 1.16%
58,487
+45
31
$2.39M 1.11%
3,618
+98
32
$2.38M 1.11%
47,409
+45
33
$2.27M 1.06%
113,179
+815
34
$2.26M 1.05%
3,792
+32
35
$2.17M 1.01%
8,352
+257
36
$2.02M 0.94%
14,853
-40
37
$2M 0.93%
5,898
+142
38
$1.88M 0.87%
3,948
+32
39
$1.87M 0.87%
205,901
+5,948
40
$1.78M 0.83%
2,032
41
$1.73M 0.81%
30,596
+1,066
42
$1.7M 0.79%
15,098
-1,154
43
$1.68M 0.78%
12,016
+590
44
$1.68M 0.78%
54,728
-1,935
45
$1.68M 0.78%
18,571
+169
46
$1.62M 0.76%
56,316
-6,045
47
$1.62M 0.75%
13,678
-47
48
$1.51M 0.7%
13,666
49
$1.51M 0.7%
5,797
+627
50
$1.42M 0.66%
13,898
-188
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