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
$119M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.27M
3
+$777K
4
LMT icon
Lockheed Martin
LMT
+$625K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$582K

Top Sells

1
+$447K
2
+$363K
3
+$324K
4
VOD icon
Vodafone
VOD
+$301K
5
PSEC icon
Prospect Capital
PSEC
+$291K

Sector Composition

1 Technology 17.59%
2 Financials 17.58%
3 Consumer Discretionary 10.59%
4 Communication Services 9.05%
5 Healthcare 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.55%
28,087
-731
52
$582K 0.49%
+933
53
$559K 0.47%
79,867
+2,585
54
$555K 0.47%
2,243
-37
55
$517K 0.44%
5,330
56
$445K 0.38%
451
-17
57
$438K 0.37%
11,659
58
$429K 0.36%
12,525
59
$427K 0.36%
11,779
-141
60
$411K 0.35%
14,641
+45
61
$396K 0.33%
5,580
+840
62
$392K 0.33%
+1,564
63
$371K 0.31%
21,070
+6,700
64
$364K 0.31%
+10,067
65
$354K 0.3%
20,487
+308
66
$343K 0.29%
13,908
+17
67
$321K 0.27%
+5,407
68
$296K 0.25%
3,105
69
$288K 0.24%
565
70
$288K 0.24%
+12,302
71
$283K 0.24%
7,188
-146
72
$282K 0.24%
+6,820
73
$258K 0.22%
3,413
74
$256K 0.22%
1,952
75
$254K 0.21%
6,908
1 2
3
4