SWM

Sculati Wealth Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.12%
This Quarter Est. Return
1 Year Est. Return
+20.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$868K
3
+$668K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$559K
5
DPZ icon
Domino's
DPZ
+$520K

Top Sells

1
+$822K
2
+$650K
3
+$644K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$563K
5
SHOP icon
Shopify
SHOP
+$387K

Sector Composition

1 Financials 22.8%
2 Technology 13.14%
3 Consumer Discretionary 7.67%
4 Communication Services 6.75%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.16%
3,616
+34
27
$2.82M 1.14%
24,783
+781
28
$2.72M 1.1%
10,133
-10
29
$2.57M 1.04%
15,504
+164
30
$2.47M 1%
111,445
-197
31
$2.39M 0.97%
5,591
-287
32
$2.21M 0.89%
95,394
-35,475
33
$2.19M 0.89%
3,916
-1
34
$2.16M 0.87%
56,817
+1,708
35
$2M 0.81%
44,011
+2,773
36
$1.95M 0.79%
17,745
+959
37
$1.91M 0.77%
19,393
+592
38
$1.88M 0.76%
83,816
+61,611
39
$1.86M 0.75%
6,567
-679
40
$1.81M 0.73%
11,734
-228
41
$1.77M 0.72%
6,500
-83
42
$1.72M 0.69%
10,057
+516
43
$1.67M 0.67%
66,547
-11,994
44
$1.66M 0.67%
11,984
-345
45
$1.63M 0.66%
4,247
+324
46
$1.55M 0.63%
17,288
+2,587
47
$1.51M 0.61%
1,831
+289
48
$1.48M 0.6%
33,837
+3,238
49
$1.42M 0.58%
2,937
+381
50
$1.34M 0.54%
36,367
+5,575
1
2
3 4 5