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
$174M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.03M
3
+$969K
4
KO icon
Coca-Cola
KO
+$923K
5
INGR icon
Ingredion
INGR
+$895K

Top Sells

1
+$1.53M
2
+$840K
3
+$526K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$464K
5
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$436K

Sector Composition

1 Financials 18.34%
2 Technology 14.44%
3 Consumer Discretionary 9.85%
4 Communication Services 8.54%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.58%
8,893
52
$987K 0.57%
27,993
+9,323
53
$923K 0.53%
+17,516
54
$918K 0.53%
17,641
-65
55
$895K 0.52%
+9,952
56
$874K 0.5%
16,629
+19
57
$873K 0.5%
+55,628
58
$863K 0.5%
1,824
+553
59
$824K 0.47%
38,071
+17,024
60
$821K 0.47%
+3,877
61
$820K 0.47%
38,812
+17,651
62
$817K 0.47%
78,492
63
$788K 0.45%
+34,906
64
$763K 0.44%
+12,280
65
$747K 0.43%
7,240
+720
66
$737K 0.42%
+12,231
67
$731K 0.42%
8,717
+524
68
$721K 0.42%
+3,229
69
$688K 0.4%
14,243
-51
70
$682K 0.39%
13,302
-1,083
71
$680K 0.39%
11,659
72
$678K 0.39%
2,125
+130
73
$674K 0.39%
+1,199
74
$664K 0.38%
451
75
$664K 0.38%
6,000
1 2
3
4 5