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
$232M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$604K
3
+$574K
4
UNM icon
Unum
UNM
+$537K
5
CMCSA icon
Comcast
CMCSA
+$514K

Top Sells

1
+$654K
2
+$483K
3
+$456K
4
GE icon
GE Aerospace
GE
+$441K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$243K

Sector Composition

1 Financials 20.39%
2 Technology 15.54%
3 Consumer Discretionary 8.85%
4 Communication Services 7.15%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.24%
64,889
+2,859
27
$2.82M 1.22%
59,447
+960
28
$2.75M 1.19%
3,610
+2
29
$2.67M 1.15%
3,649
+31
30
$2.63M 1.13%
6,029
+131
31
$2.58M 1.11%
16,334
+64
32
$2.5M 1.08%
16,850
+226
33
$2.41M 1.04%
115,744
+2,565
34
$2.34M 1.01%
8,375
+23
35
$2.29M 0.99%
18,715
+144
36
$2.05M 0.88%
3,922
-26
37
$2.04M 0.88%
46,298
-1,111
38
$1.97M 0.85%
2,047
+15
39
$1.94M 0.84%
3,854
+62
40
$1.91M 0.82%
35,600
+10,006
41
$1.83M 0.79%
30,274
-322
42
$1.81M 0.78%
12,012
-4
43
$1.79M 0.77%
9,288
-309
44
$1.79M 0.77%
6,320
+523
45
$1.78M 0.77%
56,182
+1,454
46
$1.78M 0.77%
37,109
+1,960
47
$1.66M 0.71%
39,451
+5,749
48
$1.62M 0.7%
14,079
-215
49
$1.58M 0.68%
11,530
-3,323
50
$1.53M 0.66%
27,057
+3,983
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2
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